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 | $59,503 | $88,672-32.9% | $105,223-43.5% | $82,448-27.8% |
| Participation rate | 97.0% | 67.9%+29.0pp | 75.0%+21.9pp | 68.1%+28.9pp |
| Annual return | 17.05% | 30.86%-13.8pp | 180.65%-163.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $4,659 | $3,048+52.9% | $3,689+26.3% | $2,551+82.6% |
| Participant deferral / active EE | $9,765 | $4,036+142.0% | $5,072+92.5% | $4,139+135.9% |
| Admin fee / account holder | $3,424 | $7,146-52.1% | $8,859-61.3% | $7,234-52.7% |