Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,283 | $68,573-13.5% | $120,368-50.7% | $80,874-26.7% |
| Participation rate | 88.7% | 61.6%+27.1pp | 71.9%+16.8pp | 67.6%+21.0pp |
| Annual return | 15.97% | 23.61%-7.6pp | 107.26%-91.3pp | 35.62%-19.6pp |
| Employer contribution / active EE | $12,244 | $2,052+496.8% | $3,465+253.4% | $2,756+344.3% |
| Participant deferral / active EE | $13,429 | $3,174+323.1% | $4,991+169.1% | $4,297+212.5% |
| Admin fee / account holder | $3,834 | $5,734-33.1% | $9,429-59.3% | $6,935-44.7% |