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 | $55,485 | $228,352-75.7% | $185,835-70.1% | $158,966-65.1% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 16.56% | 40.81%-24.3pp | 35.96%-19.4pp | 302.95%-286.4pp |
| Employer contribution / active EE | $1,339 | $4,967-73.0% | $4,087-67.2% | $4,762-71.9% |
| Participant deferral / active EE | $5,471 | $6,416-14.7% | $5,633-2.9% | $5,983-8.6% |
| Admin fee / account holder | $949 | $11,867-92.0% | $9,502-90.0% | $11,250-91.6% |