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 | $45,657 | $89,370-48.9% | $141,197-67.7% | $72,976-37.4% |
| Participation rate | 96.1% | 75.1%+20.9pp | 82.5%+13.6pp | 69.5%+26.6pp |
| Annual return | 27.36% | 111.88%-84.5pp | 71.41%-44.0pp | 81.02%-53.7pp |
| Employer contribution / active EE | $2,598 | $3,115-16.6% | $4,736-45.1% | $2,440+6.5% |
| Participant deferral / active EE | $4,157 | $5,419-23.3% | $6,710-38.0% | $3,608+15.2% |
| Admin fee / account holder | $604 | $5,957-89.9% | $10,265-94.1% | $5,124-88.2% |