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 | $54,422 | $89,370-39.1% | $141,197-61.5% | $72,976-25.4% |
| Participation rate | 98.3% | 75.1%+23.2pp | 82.5%+15.8pp | 69.5%+28.8pp |
| Annual return | 28.80% | 111.88%-83.1pp | 71.41%-42.6pp | 81.02%-52.2pp |
| Employer contribution / active EE | $2,913 | $3,115-6.5% | $4,736-38.5% | $2,440+19.4% |
| Participant deferral / active EE | $6,591 | $5,419+21.6% | $6,710-1.8% | $3,608+82.7% |
| Admin fee / account holder | $2,945 | $5,957-50.6% | $10,265-71.3% | $5,124-42.5% |