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 | $48,362 | $86,298-44.0% | $111,308-56.6% | $85,847-43.7% |
| Participation rate | 91.1% | 73.3%+17.8pp | 77.3%+13.8pp | 69.3%+21.8pp |
| Annual return | 41.78% | 19.99%+21.8pp | 54.67%-12.9pp | 318.61%-276.8pp |
| Employer contribution / active EE | $1,964 | $2,044-3.9% | $2,732-28.1% | $2,565-23.4% |
| Participant deferral / active EE | $3,124 | $3,641-14.2% | $4,487-30.4% | $3,952-20.9% |
| Admin fee / account holder | $1,575 | $8,189-80.8% | $7,965-80.2% | $6,261-74.8% |