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 | $26,192 | $157,829-83.4% | $136,867-80.9% | $198,609-86.8% |
| Participation rate | 90.9% | 77.2%+13.7pp | 74.5%+16.4pp | 82.4%+8.5pp |
| Annual return | 10.43% | 51.25%-40.8pp | 42.97%-32.5pp | 202.70%-192.3pp |
| Employer contribution / active EE | $1,341 | $3,923-65.8% | $3,547-62.2% | $5,055-73.5% |
| Participant deferral / active EE | $4,049 | $5,463-25.9% | $4,924-17.8% | $6,977-42.0% |
| Admin fee / account holder | $5,147 | $11,107-53.7% | $10,340-50.2% | $19,030-73.0% |