Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,115 | $51,638+8.7% | $68,368-17.9% | $82,448-31.9% |
| Participation rate | 84.4% | 63.6%+20.8pp | 73.8%+10.6pp | 68.1%+16.3pp |
| Annual return | 18.67% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $1,198 | $2,047-41.5% | $2,649-54.8% | $2,551-53.1% |
| Participant deferral / active EE | $2,598 | $2,914-10.8% | $4,123-37.0% | $4,139-37.2% |
| Admin fee / account holder | $805 | $4,643-82.7% | $5,150-84.4% | $7,234-88.9% |