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 | $51,631 | $110,337-53.2% | $102,383-49.6% | $145,877-64.6% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 11.59% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $2,268 | $4,216-46.2% | $3,870-41.4% | $4,663-51.4% |
| Participant deferral / active EE | $3,349 | $5,621-40.4% | $5,060-33.8% | $6,691-49.9% |
| Admin fee / account holder | $975 | $9,750-90.0% | $8,391-88.4% | $13,402-92.7% |