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 | $66,318 | $86,298-23.2% | $111,308-40.4% | $85,847-22.7% |
| Participation rate | 73.8% | 73.3%+0.5pp | 77.3%-3.5pp | 69.3%+4.5pp |
| Annual return | 11.64% | 19.99%-8.3pp | 54.67%-43.0pp | 318.61%-307.0pp |
| Employer contribution / active EE | $1,921 | $2,044-6.0% | $2,732-29.7% | $2,565-25.1% |
| Participant deferral / active EE | $2,443 | $3,641-32.9% | $4,487-45.6% | $3,952-38.2% |
| Admin fee / account holder | $5,822 | $8,189-28.9% | $7,965-26.9% | $6,261-7.0% |