Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $49,386 | $88,672-44.3% | $105,223-53.1% | $82,448-40.1% |
| Participation rate | 79.3% | 67.9%+11.4pp | 75.0%+4.3pp | 68.1%+11.2pp |
| Annual return | 19.50% | 30.86%-11.4pp | 180.65%-161.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,848 | $3,048-39.4% | $3,689-49.9% | $2,551-27.5% |
| Participant deferral / active EE | $3,862 | $4,036-4.3% | $5,072-23.9% | $4,139-6.7% |
| Admin fee / account holder | $1,461 | $7,146-79.6% | $8,859-83.5% | $7,234-79.8% |