Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $48,500 | $71,208-31.9% | $93,681-48.2% | $80,911-40.1% |
| Participation rate | 78.6% | 60.4%+18.2pp | 68.7%+9.8pp | 67.6%+10.9pp |
| Annual return | 13.67% | 11.27%+2.4pp | 133.47%-119.8pp | 35.63%-22.0pp |
| Employer contribution / active EE | $4,089 | $1,564+161.4% | $2,422+68.8% | $2,756+48.4% |
| Participant deferral / active EE | $5,728 | $4,035+42.0% | $4,415+29.7% | $4,297+33.3% |
| Admin fee / account holder | $5,530 | $6,951-20.4% | $8,290-33.3% | $6,935-20.3% |