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 | $61,022 | $84,236-27.6% | $170,435-64.2% | $70,126-13.0% |
| Participation rate | 75.0% | 70.8%+4.2pp | 83.6%-8.6pp | 69.5%+5.5pp |
| Annual return | 20.87% | 23.06%-2.2pp | 205.94%-185.1pp | 73.15%-52.3pp |
| Employer contribution / active EE | $1,732 | $3,387-48.9% | $5,432-68.1% | $2,343-26.1% |
| Participant deferral / active EE | $4,765 | $3,086+54.4% | $4,939-3.5% | $3,332+43.0% |
| Admin fee / account holder | $612 | $5,698-89.3% | $13,881-95.6% | $4,645-86.8% |