Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,786 | $88,672-28.1% | $105,223-39.4% | $82,448-22.6% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 14.54% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,661 | $3,048-12.7% | $3,689-27.8% | $2,551+4.3% |
| Participant deferral / active EE | $4,628 | $4,036+14.7% | $5,072-8.8% | $4,139+11.8% |
| Admin fee / account holder | $2,091 | $7,146-70.7% | $8,859-76.4% | $7,234-71.1% |