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 | $44,467 | $162,812-72.7% | $133,971-66.8% | $158,966-72.0% |
| Participation rate | 91.7% | 83.2%+8.4pp | 79.8%+11.8pp | 82.0%+9.7pp |
| Annual return | 5.71% | 41.94%-36.2pp | 45.09%-39.4pp | 302.95%-297.2pp |
| Employer contribution / active EE | $3,153 | $4,976-36.6% | $3,919-19.6% | $4,762-33.8% |
| Participant deferral / active EE | $9,249 | $5,910+56.5% | $5,047+83.3% | $5,983+54.6% |
| Admin fee / account holder | $2,609 | $11,741-77.8% | $8,929-70.8% | $11,250-76.8% |