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 | $34,250 | $98,766-65.3% | $149,730-77.1% | $79,852-57.1% |
| Participation rate | 86.8% | 75.8%+11.1pp | 82.5%+4.4pp | 69.6%+17.2pp |
| Annual return | 15.40% | 27.43%-12.0pp | 276.70%-261.3pp | 31.72%-16.3pp |
| Employer contribution / active EE | $4,191 | $3,217+30.3% | $4,645-9.8% | $2,471+69.6% |
| Participant deferral / active EE | $9,494 | $5,681+67.1% | $6,843+38.8% | $3,740+153.8% |
| Admin fee / account holder | $5,860 | $6,052-3.2% | $9,310-37.1% | $5,306+10.4% |