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 | $56,832 | $78,423-27.5% | $95,964-40.8% | $79,856-28.8% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 15.93% | 19.37%-3.4pp | 91.64%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $2,370 | $1,945+21.8% | $2,541-6.7% | $2,471-4.1% |
| Participant deferral / active EE | $5,174 | $3,440+50.4% | $4,167+24.2% | $3,741+38.3% |
| Admin fee / account holder | $6,405 | $5,622+13.9% | $6,797-5.8% | $5,306+20.7% |