Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $43,330 | $95,453-54.6% | $112,040-61.3% | $82,448-47.4% |
| Participation rate | 95.2% | 72.8%+22.5pp | 76.5%+18.7pp | 68.1%+27.2pp |
| Annual return | 155.60% | 23.92%+131.7pp | 24.52%+131.1pp | 41.64%+114.0pp |
| Employer contribution / active EE | $1,689 | $2,318-27.2% | $2,954-42.8% | $2,551-33.8% |
| Participant deferral / active EE | $5,617 | $4,224+33.0% | $5,098+10.2% | $4,139+35.7% |
| Admin fee / account holder | $678 | $9,013-92.5% | $12,098-94.4% | $7,234-90.6% |