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 | $49,557 | $63,354-21.8% | $94,105-47.3% | $82,637-40.0% |
| Participation rate | 72.0% | 63.8%+8.2pp | 71.9%+0.1pp | 68.1%+3.9pp |
| Annual return | 23.13% | 34.36%-11.2pp | 204.55%-181.4pp | 53.51%-30.4pp |
| Employer contribution / active EE | $1,140 | $1,760-35.2% | $2,504-54.5% | $2,552-55.3% |
| Participant deferral / active EE | $3,954 | $2,873+37.6% | $3,881+1.9% | $4,126-4.2% |
| Admin fee / account holder | $8,861 | $5,073+74.7% | $6,199+42.9% | $7,339+20.7% |