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 | $55,206 | $91,559-39.7% | $133,971-58.8% | $79,852-30.9% |
| Participation rate | 78.8% | 73.3%+5.4pp | 79.8%-1.1pp | 69.6%+9.1pp |
| Annual return | 14.59% | 61.85%-47.3pp | 45.09%-30.5pp | 31.72%-17.1pp |
| Employer contribution / active EE | $2,078 | $2,384-12.8% | $3,919-47.0% | $2,471-15.9% |
| Participant deferral / active EE | $3,775 | $3,734+1.1% | $5,047-25.2% | $3,740+0.9% |
| Admin fee / account holder | $2,357 | $6,321-62.7% | $8,929-73.6% | $5,306-55.6% |