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 | $25,808 | $48,078-46.3% | $78,676-67.2% | $62,881-59.0% |
| Participation rate | 89.7% | 65.2%+24.4pp | 73.6%+16.1pp | 69.3%+20.4pp |
| Annual return | 5.94% | 31.36%-25.4pp | 62.19%-56.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,376 | $2,015+166.9% | $2,850+88.6% | $2,281+135.7% |
| Participant deferral / active EE | $1,899 | $2,587-26.6% | $3,517-46.0% | $3,203-40.7% |
| Admin fee / account holder | $445 | $3,206-86.1% | $4,510-90.1% | $4,296-89.6% |