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 | $50,443 | $108,825-53.6% | $156,181-67.7% | $82,448-38.8% |
| Participation rate | 70.0% | 72.4%-2.4pp | 78.8%-8.8pp | 68.1%+1.9pp |
| Annual return | 14.68% | 20.59%-5.9pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $2,339 | $2,870-18.5% | $4,294-45.5% | $2,551-8.3% |
| Participant deferral / active EE | $5,541 | $4,577+21.1% | $6,132-9.6% | $4,139+33.9% |
| Admin fee / account holder | $8,000 | $9,341-14.4% | $14,586-45.2% | $7,234+10.6% |