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 | $44,933 | $105,856-57.6% | $90,161-50.2% | $147,586-69.6% |
| Participation rate | 90.9% | 79.7%+11.2pp | 76.9%+14.0pp | 82.8%+8.1pp |
| Annual return | 16.12% | 37.63%-21.5pp | 34.89%-18.8pp | 578.59%-562.5pp |
| Employer contribution / active EE | $1,866 | $4,126-54.8% | $3,318-43.8% | $4,876-61.7% |
| Participant deferral / active EE | $9,764 | $5,733+70.3% | $5,287+84.7% | $5,439+79.5% |
| Admin fee / account holder | $861 | $8,046-89.3% | $5,943-85.5% | $10,886-92.1% |