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 | $44,399 | $135,956-67.3% | $123,894-64.2% | $273,972-83.8% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | 23.30% | 56.63%-33.3pp | 47.52%-24.2pp | 41.46%-18.2pp |
| Employer contribution / active EE | $2,560 | $5,170-50.5% | $4,617-44.5% | $4,869-47.4% |
| Participant deferral / active EE | $5,991 | $6,343-5.5% | $5,984+0.1% | $5,287+13.3% |
| Admin fee / account holder | $456 | $9,817-95.4% | $8,357-94.5% | $10,133-95.5% |