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 | $32,144 | $77,419-58.5% | $69,461-53.7% | $152,885-79.0% |
| Participation rate | 81.0% | 78.1%+2.8pp | 74.6%+6.3pp | 82.5%-1.5pp |
| Annual return | 24.61% | 39.07%-14.5pp | 28.97%-4.4pp | 345.39%-320.8pp |
| Employer contribution / active EE | $2,520 | $3,315-24.0% | $2,779-9.3% | $4,763-47.1% |
| Participant deferral / active EE | $5,485 | $4,414+24.3% | $3,536+55.1% | $5,851-6.2% |
| Admin fee / account holder | $1,150 | $6,207-81.5% | $3,840-70.0% | $11,598-90.1% |