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 | $48,398 | $49,976-3.2% | $66,674-27.4% | $82,637-41.4% |
| Participation rate | 78.3% | 63.1%+15.2pp | 73.7%+4.6pp | 68.1%+10.2pp |
| Annual return | 17.57% | 39.09%-21.5pp | 321.24%-303.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $4,503 | $1,988+126.5% | $2,620+71.9% | $2,552+76.4% |
| Participant deferral / active EE | $9,835 | $2,847+245.5% | $4,084+140.8% | $4,126+138.4% |
| Admin fee / account holder | $9,983 | $4,594+117.3% | $5,098+95.8% | $7,339+36.0% |