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 | $33,872 | $73,978-54.2% | $96,515-64.9% | $75,173-54.9% |
| Participation rate | 84.1% | 66.4%+17.6pp | 74.3%+9.7pp | 67.2%+16.9pp |
| Annual return | 18.36% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $4,971 | $2,931+69.6% | $3,740+32.9% | $2,671+86.1% |
| Participant deferral / active EE | $1,852 | $3,660-49.4% | $4,880-62.1% | $4,126-55.1% |
| Admin fee / account holder | $1,743 | $5,219-66.6% | $6,735-74.1% | $5,651-69.1% |