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 | $38,350 | $48,011-20.1% | $63,803-39.9% | $82,637-53.6% |
| Participation rate | 75.9% | 66.6%+9.3pp | 72.7%+3.2pp | 68.1%+7.8pp |
| Annual return | 14.62% | 19.84%-5.2pp | 543.72%-529.1pp | 53.51%-38.9pp |
| Employer contribution / active EE | $1,391 | $1,904-26.9% | $2,532-45.1% | $2,552-45.5% |
| Participant deferral / active EE | $4,769 | $2,846+67.6% | $3,843+24.1% | $4,126+15.6% |
| Admin fee / account holder | $529 | $3,873-86.4% | $5,196-89.8% | $7,339-92.8% |