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 | $54,817 | $58,848-6.8% | $88,179-37.8% | $82,637-33.7% |
| Participation rate | 81.3% | 57.9%+23.4pp | 69.1%+12.1pp | 68.1%+13.2pp |
| Annual return | 13.87% | 22.76%-8.9pp | 64.97%-51.1pp | 53.51%-39.6pp |
| Employer contribution / active EE | $3,462 | $1,678+106.2% | $2,549+35.8% | $2,552+35.6% |
| Participant deferral / active EE | $908 | $3,124-70.9% | $4,614-80.3% | $4,126-78.0% |
| Admin fee / account holder | $1,944 | $4,795-59.5% | $7,673-74.7% | $7,339-73.5% |