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 | $62,624 | $51,638+21.3% | $68,368-8.4% | $82,448-24.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 15.01% | 37.53%-22.5pp | 292.57%-277.6pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,750 | $2,047+34.4% | $2,649+3.8% | $2,551+7.8% |
| Participant deferral / active EE | $6,247 | $2,914+114.4% | $4,123+51.5% | $4,139+50.9% |
| Admin fee / account holder | $3,388 | $4,643-27.0% | $5,150-34.2% | $7,234-53.2% |