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 | $61,848 | $88,672-30.3% | $105,223-41.2% | $82,448-25.0% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 16.25% | 30.86%-14.6pp | 180.65%-164.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,731 | $3,048-43.2% | $3,689-53.1% | $2,551-32.1% |
| Participant deferral / active EE | $2,963 | $4,036-26.6% | $5,072-41.6% | $4,139-28.4% |
| Admin fee / account holder | $2,240 | $7,146-68.7% | $8,859-74.7% | $7,234-69.0% |