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 | $33,176 | $91,559-63.8% | $133,959-75.2% | $79,858-58.5% |
| Participation rate | 83.9% | 73.3%+10.6pp | 79.8%+4.1pp | 69.6%+14.3pp |
| Annual return | 15.22% | 61.85%-46.6pp | 45.09%-29.9pp | 31.72%-16.5pp |
| Employer contribution / active EE | $4,048 | $2,384+69.8% | $3,919+3.3% | $2,471+63.8% |
| Participant deferral / active EE | $1,766 | $3,734-52.7% | $5,047-65.0% | $3,740-52.8% |
| Admin fee / account holder | $6,369 | $6,321+0.8% | $8,928-28.7% | $5,306+20.0% |