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 | $63,880 | $89,370-28.5% | $141,197-54.8% | $72,976-12.5% |
| Participation rate | 93.2% | 75.1%+18.1pp | 82.5%+10.7pp | 69.5%+23.7pp |
| Annual return | 21.01% | 111.88%-90.9pp | 71.41%-50.4pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,641 | $3,115-47.3% | $4,736-65.4% | $2,440-32.7% |
| Participant deferral / active EE | $3,802 | $5,419-29.8% | $6,710-43.3% | $3,608+5.4% |
| Admin fee / account holder | $3,249 | $5,957-45.5% | $10,265-68.3% | $5,124-36.6% |