Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,828 | $91,086-65.1% | $203,872-84.4% | $86,983-63.4% |
| Participation rate | 91.8% | 65.8%+26.0pp | 77.8%+14.0pp | 69.5%+22.3pp |
| Annual return | 20.73% | 22.30%-1.6pp | 85.11%-64.4pp | 25.83%-5.1pp |
| Employer contribution / active EE | $2,159 | $2,063+4.7% | $3,757-42.5% | $2,584-16.4% |
| Participant deferral / active EE | $4,999 | $4,019+24.4% | $6,388-21.7% | $4,194+19.2% |
| Admin fee / account holder | $5,804 | $8,987-35.4% | $11,730-50.5% | $7,856-26.1% |