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 | $36,813 | $39,132-5.9% | $57,196-35.6% | $62,881-41.5% |
| Participation rate | 75.0% | 70.5%+4.5pp | 75.3%-0.3pp | 69.3%+5.7pp |
| Annual return | 5.91% | 9.24%-3.3pp | 14.59%-8.7pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,830 | $1,874+157.7% | $2,683+80.0% | $2,281+111.8% |
| Participant deferral / active EE | $9,019 | $2,374+279.9% | $3,096+191.3% | $3,203+181.6% |
| Admin fee / account holder | $1,309 | $2,594-49.5% | $3,141-58.3% | $4,296-69.5% |