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 | $32,532 | $116,203-72.0% | $93,621-65.3% | $152,909-78.7% |
| Participation rate | 95.2% | 78.1%+17.2pp | 75.8%+19.4pp | 82.5%+12.8pp |
| Annual return | 18.91% | 35.96%-17.1pp | 32.76%-13.9pp | 345.46%-326.6pp |
| Employer contribution / active EE | $1,339 | $3,219-58.4% | $2,719-50.7% | $4,764-71.9% |
| Participant deferral / active EE | $4,044 | $4,605-12.2% | $4,070-0.6% | $5,851-30.9% |
| Admin fee / account holder | $3,200 | $10,751-70.2% | $7,890-59.4% | $11,601-72.4% |