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 | $54,243 | $65,367-17.0% | $92,915-41.6% | $72,976-25.7% |
| Participation rate | 87.2% | 68.3%+18.9pp | 76.0%+11.2pp | 69.5%+17.7pp |
| Annual return | 18.86% | 42.11%-23.3pp | 109.45%-90.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $4,036 | $2,594+55.6% | $3,653+10.5% | $2,440+65.4% |
| Participant deferral / active EE | $4,825 | $3,128+54.2% | $4,238+13.9% | $3,608+33.7% |
| Admin fee / account holder | $15,666 | $4,251+268.5% | $5,796+170.3% | $5,124+205.7% |