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 | $58,439 | $98,766-40.8% | $149,730-61.0% | $79,852-26.8% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.5%+5.4pp | 69.6%+18.2pp |
| Annual return | 13.24% | 27.43%-14.2pp | 276.70%-263.5pp | 31.72%-18.5pp |
| Employer contribution / active EE | $2,471 | $3,217-23.2% | $4,645-46.8% | $2,4710% |
| Participant deferral / active EE | $5,860 | $5,681+3.2% | $6,843-14.4% | $3,740+56.7% |
| Admin fee / account holder | $701 | $6,052-88.4% | $9,310-92.5% | $5,306-86.8% |