Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,867 | $88,672-40.4% | $105,223-49.8% | $82,448-35.9% |
| Participation rate | 73.5% | 67.9%+5.6pp | 75.0%-1.5pp | 68.1%+5.5pp |
| Annual return | 16.97% | 30.86%-13.9pp | 180.65%-163.7pp | 41.64%-24.7pp |
| Employer contribution / active EE | $1,436 | $3,048-52.9% | $3,689-61.1% | $2,551-43.7% |
| Participant deferral / active EE | $5,337 | $4,036+32.2% | $5,072+5.2% | $4,139+28.9% |
| Admin fee / account holder | $3,358 | $7,146-53.0% | $8,859-62.1% | $7,234-53.6% |