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 | $48,771 | $115,814-57.9% | $101,275-51.8% | $158,982-69.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 13.50% | 56.16%-42.7pp | 46.48%-33.0pp | 302.99%-289.5pp |
| Employer contribution / active EE | $3,406 | $4,176-18.4% | $3,660-6.9% | $4,763-28.5% |
| Participant deferral / active EE | $5,065 | $4,958+2.1% | $4,371+15.9% | $5,983-15.4% |
| Admin fee / account holder | $5,790 | $7,249-20.1% | $5,948-2.7% | $11,252-48.5% |