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 | $40,770 | $81,664-50.1% | $70,476-42.2% | $158,966-74.4% |
| Participation rate | 95.2% | 77.7%+17.5pp | 75.1%+20.2pp | 82.0%+13.3pp |
| Annual return | 13.56% | 208.59%-195.0pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,596 | $3,219+11.7% | $2,738+31.3% | $4,762-24.5% |
| Participant deferral / active EE | $2,961 | $4,556-35.0% | $3,710-20.2% | $5,983-50.5% |
| Admin fee / account holder | $959 | $6,197-84.5% | $3,847-75.1% | $11,250-91.5% |