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 | $44,425 | $78,707-43.6% | $117,861-62.3% | $70,126-36.7% |
| Participation rate | 73.7% | 73.2%+0.5pp | 79.7%-6.0pp | 69.5%+4.1pp |
| Annual return | 15.45% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.7pp |
| Employer contribution / active EE | $2,473 | $2,223+11.2% | $3,786-34.7% | $2,343+5.6% |
| Participant deferral / active EE | $3,938 | $3,297+19.4% | $4,482-12.1% | $3,332+18.2% |
| Admin fee / account holder | $438 | $5,066-91.4% | $8,021-94.5% | $4,645-90.6% |