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 | $45,374 | $102,429-55.7% | $147,096-69.2% | $80,925-43.9% |
| Participation rate | 93.8% | 75.9%+18.0pp | 82.2%+11.6pp | 67.7%+26.2pp |
| Annual return | 17.10% | 135.02%-117.9pp | 419.75%-402.6pp | 35.65%-18.5pp |
| Employer contribution / active EE | $3,502 | $3,716-5.7% | $4,936-29.1% | $2,756+27.1% |
| Participant deferral / active EE | $7,532 | $6,649+13.3% | $8,071-6.7% | $4,299+75.2% |
| Admin fee / account holder | $1,632 | $7,957-79.5% | $13,005-87.4% | $6,940-76.5% |