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 | $41,751 | $178,174-76.6% | $156,181-73.3% | $137,256-69.6% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 15.97% | 84.19%-68.2pp | 64.87%-48.9pp | 220.34%-204.4pp |
| Employer contribution / active EE | $2,758 | $4,972-44.5% | $4,294-35.8% | $4,156-33.6% |
| Participant deferral / active EE | $8,760 | $6,888+27.2% | $6,132+42.9% | $6,407+36.7% |
| Admin fee / account holder | $2,153 | $17,404-87.6% | $14,586-85.2% | $12,270-82.5% |