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 | $55,841 | $110,410-49.4% | $102,437-45.5% | $145,897-61.7% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 22.38% | 24.85%-2.5pp | 24.95%-2.6pp | 552.29%-529.9pp |
| Employer contribution / active EE | $5,462 | $4,217+29.5% | $3,871+41.1% | $4,663+17.1% |
| Participant deferral / active EE | $2,119 | $5,622-62.3% | $5,060-58.1% | $6,689-68.3% |
| Admin fee / account holder | $1,839 | $9,745-81.1% | $8,388-78.1% | $13,390-86.3% |