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 | $35,684 | $105,198-66.1% | $159,455-77.6% | $85,856-58.4% |
| Participation rate | 84.8% | 75.8%+9.1pp | 82.8%+2.0pp | 69.3%+15.5pp |
| Annual return | 13.35% | 45.08%-31.7pp | 263.63%-250.3pp | 318.58%-305.2pp |
| Employer contribution / active EE | $2,375 | $3,319-28.4% | $4,830-50.8% | $2,565-7.4% |
| Participant deferral / active EE | $4,716 | $5,946-20.7% | $7,353-35.9% | $3,952+19.3% |
| Admin fee / account holder | $909 | $6,934-86.9% | $10,800-91.6% | $6,261-85.5% |