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 | $78,304 | $57,352+36.5% | $83,830-6.6% | $64,173+22.0% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | 22.87% | 11.38%+11.5pp | 850.97%-828.1pp | 7.63%+15.2pp |
| Employer contribution / active EE | $1,340 | $2,546-47.4% | $3,631-63.1% | $2,381-43.7% |
| Participant deferral / active EE | $4,281 | $2,993+43.0% | $4,082+4.9% | $3,470+23.4% |
| Admin fee / account holder | $2,482 | $4,046-38.7% | $5,479-54.7% | $4,887-49.2% |