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 | $31,226 | $55,889-44.1% | $76,119-59.0% | $80,935-61.4% |
| Participation rate | 87.2% | 62.1%+25.1pp | 69.1%+18.1pp | 67.7%+19.5pp |
| Annual return | 15.33% | 20.58%-5.3pp | 361.25%-345.9pp | 35.66%-20.3pp |
| Employer contribution / active EE | $1,781 | $1,866-4.5% | $2,693-33.9% | $2,757-35.4% |
| Participant deferral / active EE | $3,218 | $3,051+5.5% | $4,259-24.4% | $4,299-25.2% |
| Admin fee / account holder | $1,073 | $5,241-79.5% | $6,421-83.3% | $6,924-84.5% |