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 | $57,438 | $91,179-37.0% | $178,499-67.8% | $79,852-28.1% |
| Participation rate | 90.3% | 69.2%+21.1pp | 81.9%+8.4pp | 69.6%+20.7pp |
| Annual return | 11.29% | 24.19%-12.9pp | 151.10%-139.8pp | 31.72%-20.4pp |
| Employer contribution / active EE | $1,178 | $3,256-63.8% | $5,011-76.5% | $2,471-52.3% |
| Participant deferral / active EE | $3,438 | $3,236+6.2% | $5,202-33.9% | $3,740-8.1% |
| Admin fee / account holder | $827 | $6,749-87.7% | $13,986-94.1% | $5,306-84.4% |