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 | $54,925 | $43,749+25.5% | $158,223-65.3% | $65,306-15.9% |
| Participation rate | 99.1% | 56.9%+42.2pp | 79.2%+19.9pp | 57.7%+41.4pp |
| Annual return | 14.96% | 19.41%-4.5pp | 52.09%-37.1pp | 21.94%-7.0pp |
| Employer contribution / active EE | $2,415 | $1,497+61.2% | $4,109-41.2% | $1,967+22.7% |
| Participant deferral / active EE | $5,614 | $2,019+178.1% | $5,467+2.7% | $2,959+89.7% |
| Admin fee / account holder | $5,564 | $1,930+188.3% | $16,047-65.3% | $3,480+59.9% |