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 | $59,990 | $93,346-35.7% | $71,796-16.4% | $273,970-78.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 83.0%-3.0pp |
| Annual return | 14.24% | 130.39%-116.1pp | 78.04%-63.8pp | 41.46%-27.2pp |
| Employer contribution / active EE | $2,125 | $2,733-22.2% | $1,924+10.4% | $4,869-56.3% |
| Participant deferral / active EE | $7,044 | $3,475+102.7% | $2,794+152.1% | $5,287+33.2% |
| Admin fee / account holder | $384 | $6,571-94.2% | $4,815-92.0% | $10,132-96.2% |