Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $51,546 | $71,197-27.6% | $93,669-45.0% | $80,925-36.3% |
| Participation rate | 91.1% | 60.4%+30.7pp | 68.7%+22.4pp | 67.7%+23.5pp |
| Annual return | 18.33% | 11.27%+7.1pp | 133.59%-115.3pp | 35.65%-17.3pp |
| Employer contribution / active EE | $8,755 | $1,565+459.6% | $2,424+261.3% | $2,756+217.6% |
| Participant deferral / active EE | $8,674 | $4,036+114.9% | $4,416+96.4% | $4,299+101.8% |
| Admin fee / account holder | $10,723 | $6,959+54.1% | $8,291+29.3% | $6,940+54.5% |