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 | $52,001 | $76,407-31.9% | $150,298-65.4% | $82,448-36.9% |
| Participation rate | 96.9% | 66.4%+30.5pp | 77.8%+19.1pp | 68.1%+28.8pp |
| Annual return | 13.94% | 39.99%-26.0pp | 62.79%-48.8pp | 41.64%-27.7pp |
| Employer contribution / active EE | $2,268 | $2,614-13.2% | $4,154-45.4% | $2,551-11.1% |
| Participant deferral / active EE | $2,971 | $3,214-7.6% | $5,453-45.5% | $4,139-28.2% |
| Admin fee / account holder | $3,450 | $6,352-45.7% | $14,116-75.6% | $7,234-52.3% |