Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,512 | $124,425-49.0% | $112,040-43.3% | $137,256-53.7% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 18.79% | 24.72%-5.9pp | 24.52%-5.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,305 | $3,411-61.8% | $2,954-55.8% | $4,156-68.6% |
| Participant deferral / active EE | $5,156 | $5,718-9.8% | $5,098+1.1% | $6,407-19.5% |
| Admin fee / account holder | $412 | $15,207-97.3% | $12,098-96.6% | $12,270-96.6% |