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 | $52,439 | $90,509-42.1% | $78,693-33.4% | $273,968-80.9% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 8.17% | 75.61%-67.4pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,401 | $3,175-55.9% | $2,850-50.9% | $4,869-71.2% |
| Participant deferral / active EE | $5,462 | $3,901+40.0% | $3,517+55.3% | $5,287+3.3% |
| Admin fee / account holder | $2,041 | $5,264-61.2% | $4,511-54.7% | $10,132-79.9% |