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 | $36,197 | $48,050-24.7% | $96,754-62.6% | $64,340-43.7% |
| Participation rate | 75.0% | 40.6%+34.4pp | 70.3%+4.7pp | 55.2%+19.8pp |
| Annual return | 32.02% | 23.41%+8.6pp | 82.04%-50.0pp | 24.14%+7.9pp |
| Employer contribution / active EE | $1,967 | $1,204+63.4% | $2,679-26.6% | $1,862+5.7% |
| Participant deferral / active EE | $5,938 | $2,191+171.0% | $4,758+24.8% | $2,980+99.2% |
| Admin fee / account holder | $2,717 | $3,741-27.4% | $8,905-69.5% | $3,703-26.6% |