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 | $33,646 | $78,428-57.1% | $95,960-64.9% | $79,852-57.9% |
| Participation rate | 86.0% | 73.5%+12.6pp | 77.1%+9.0pp | 69.6%+16.4pp |
| Annual return | 18.37% | 19.37%-1.0pp | 91.63%-73.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $3,197 | $1,945+64.4% | $2,541+25.8% | $2,471+29.4% |
| Participant deferral / active EE | $7,321 | $3,440+112.8% | $4,167+75.7% | $3,740+95.7% |
| Admin fee / account holder | $1,474 | $5,622-73.8% | $6,797-78.3% | $5,306-72.2% |