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 | $56,071 | $91,559-38.8% | $133,971-58.1% | $79,852-29.8% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.6%+5.4pp |
| Annual return | 14.94% | 61.85%-46.9pp | 45.09%-30.2pp | 31.72%-16.8pp |
| Employer contribution / active EE | $1,175 | $2,384-50.7% | $3,919-70.0% | $2,471-52.5% |
| Participant deferral / active EE | $4,304 | $3,734+15.3% | $5,047-14.7% | $3,740+15.1% |
| Admin fee / account holder | $1,281 | $6,321-79.7% | $8,929-85.7% | $5,306-75.9% |