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 | $58,115 | $111,535-47.9% | $105,223-44.8% | $137,256-57.7% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 13.96% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,563 | $3,939-34.9% | $3,689-30.5% | $4,156-38.3% |
| Participant deferral / active EE | $1,765 | $5,500-67.9% | $5,072-65.2% | $6,407-72.5% |
| Admin fee / account holder | $4,479 | $9,721-53.9% | $8,859-49.4% | $12,270-63.5% |