Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $45,310 | $77,908-41.8% | $149,696-69.7% | $75,173-39.7% |
| Participation rate | 96.7% | 65.6%+31.2pp | 78.8%+18.0pp | 67.2%+29.5pp |
| Annual return | 17.21% | 31.73%-14.5pp | 134.46%-117.2pp | 160.72%-143.5pp |
| Employer contribution / active EE | $5,761 | $3,138+83.6% | $4,821+19.5% | $2,671+115.7% |
| Participant deferral / active EE | $4,485 | $3,411+31.5% | $5,682-21.1% | $4,126+8.7% |
| Admin fee / account holder | $1,488 | $5,950-75.0% | $13,212-88.7% | $5,651-73.7% |