Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,744 | $58,099-17.8% | $76,902-37.9% | $75,177-36.5% |
| Participation rate | 84.0% | 63.9%+20.1pp | 69.6%+14.4pp | 67.2%+16.8pp |
| Annual return | 16.59% | 26.71%-10.1pp | 37.91%-21.3pp | 160.75%-144.2pp |
| Employer contribution / active EE | $2,353 | $1,996+17.9% | $2,534-7.1% | $2,671-11.9% |
| Participant deferral / active EE | $5,344 | $2,999+78.2% | $3,833+39.4% | $4,126+29.5% |
| Admin fee / account holder | $481 | $4,778-89.9% | $5,479-91.2% | $5,651-91.5% |