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 | $58,303 | $123,000-52.6% | $105,582-44.8% | $198,609-70.6% |
| Participation rate | 89.5% | 76.8%+12.7pp | 71.8%+17.7pp | 82.4%+7.1pp |
| Annual return | 14.68% | 18.31%-3.6pp | 18.61%-3.9pp | 202.70%-188.0pp |
| Employer contribution / active EE | $2,667 | $3,582-25.6% | $2,984-10.6% | $5,055-47.3% |
| Participant deferral / active EE | $5,759 | $5,013+14.9% | $4,353+32.3% | $6,977-17.4% |
| Admin fee / account holder | $8,944 | $16,254-45.0% | $12,856-30.4% | $19,030-53.0% |