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 | $58,312 | $71,197-18.1% | $93,669-37.7% | $80,925-27.9% |
| Participation rate | 80.6% | 60.4%+20.2pp | 68.7%+11.8pp | 67.7%+12.9pp |
| Annual return | 14.11% | 11.27%+2.8pp | 133.59%-119.5pp | 35.65%-21.5pp |
| Employer contribution / active EE | $2,859 | $1,565+82.7% | $2,424+18.0% | $2,756+3.7% |
| Participant deferral / active EE | $7,552 | $4,036+87.1% | $4,416+71.0% | $4,299+75.7% |
| Admin fee / account holder | $1,241 | $6,959-82.2% | $8,291-85.0% | $6,940-82.1% |