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 | $43,682 | $78,682-44.5% | $109,188-60.0% | $85,851-49.1% |
| Participation rate | 96.9% | 68.3%+28.6pp | 75.9%+21.0pp | 69.3%+27.6pp |
| Annual return | 22.34% | 25.09%-2.7pp | 25.76%-3.4pp | 318.63%-296.3pp |
| Employer contribution / active EE | $2,511 | $2,734-8.2% | $3,723-32.6% | $2,565-2.1% |
| Participant deferral / active EE | $4,590 | $3,468+32.4% | $4,654-1.4% | $3,952+16.1% |
| Admin fee / account holder | $1,883 | $5,470-65.6% | $6,755-72.1% | $6,261-69.9% |