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 | $51,796 | $212,386-75.6% | $199,883-74.1% | $138,895-62.7% |
| Participation rate | 95.0% | 87.4%+7.6pp | 86.8%+8.2pp | 79.9%+15.1pp |
| Annual return | 14.89% | 47.75%-32.9pp | 43.81%-28.9pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,959 | $6,625-55.3% | $6,261-52.7% | $4,194-29.4% |
| Participant deferral / active EE | $4,115 | $9,617-57.2% | $9,138-55.0% | $6,396-35.7% |
| Admin fee / account holder | $1,731 | $18,233-90.5% | $17,268-90.0% | $12,562-86.2% |