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 | $54,672 | $89,367-38.8% | $141,191-61.3% | $72,975-25.1% |
| Participation rate | 96.9% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.4pp |
| Annual return | 24.70% | 111.87%-87.2pp | 71.41%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $5,593 | $3,115+79.6% | $4,736+18.1% | $2,440+129.2% |
| Participant deferral / active EE | $8,809 | $5,419+62.6% | $6,710+31.3% | $3,608+144.2% |
| Admin fee / account holder | $8,826 | $5,957+48.2% | $10,264-14.0% | $5,124+72.2% |