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 | $55,777 | $88,672-37.1% | $105,223-47.0% | $82,448-32.3% |
| Participation rate | 84.8% | 67.9%+16.9pp | 75.0%+9.7pp | 68.1%+16.7pp |
| Annual return | 20.74% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,361 | $3,048+10.3% | $3,689-8.9% | $2,551+31.8% |
| Participant deferral / active EE | $4,410 | $4,036+9.3% | $5,072-13.0% | $4,139+6.6% |
| Admin fee / account holder | $11,398 | $7,146+59.5% | $8,859+28.7% | $7,234+57.6% |