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 | $39,586 | $68,586-42.3% | $120,380-67.1% | $80,911-51.1% |
| Participation rate | 96.2% | 61.6%+34.6pp | 71.9%+24.3pp | 67.6%+28.6pp |
| Annual return | 10.45% | 23.62%-13.2pp | 107.28%-96.8pp | 35.63%-25.2pp |
| Employer contribution / active EE | $2,733 | $2,053+33.2% | $3,465-21.1% | $2,756-0.8% |
| Participant deferral / active EE | $5,430 | $3,174+71.1% | $4,992+8.8% | $4,297+26.4% |
| Admin fee / account holder | $2,075 | $5,733-63.8% | $9,421-78.0% | $6,935-70.1% |