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 | $61,318 | $107,368-42.9% | $92,915-34.0% | $152,909-59.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 26.75% | 145.64%-118.9pp | 109.45%-82.7pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,841 | $4,222-56.4% | $3,653-49.6% | $4,764-61.4% |
| Participant deferral / active EE | $4,415 | $4,848-8.9% | $4,238+4.2% | $5,851-24.5% |
| Admin fee / account holder | $452 | $7,082-93.6% | $5,796-92.2% | $11,601-96.1% |