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 | $48,695 | $84,236-42.2% | $170,435-71.4% | $70,126-30.6% |
| Participation rate | 92.6% | 70.8%+21.8pp | 83.6%+9.0pp | 69.5%+23.1pp |
| Annual return | 17.11% | 23.06%-5.9pp | 205.94%-188.8pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,648 | $3,387-51.3% | $5,432-69.7% | $2,343-29.6% |
| Participant deferral / active EE | $2,771 | $3,086-10.2% | $4,939-43.9% | $3,332-16.8% |
| Admin fee / account holder | $361 | $5,698-93.7% | $13,881-97.4% | $4,645-92.2% |