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 | $45,099 | $99,652-54.7% | $78,778-42.8% | $147,586-69.4% |
| Participation rate | 70.6% | 76.2%-5.6pp | 69.2%+1.4pp | 82.8%-12.2pp |
| Annual return | 15.98% | 47.28%-31.3pp | 35.62%-19.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $1,381 | $2,796-50.6% | $1,986-30.5% | $4,876-71.7% |
| Participant deferral / active EE | $4,904 | $3,664+33.9% | $2,958+65.8% | $5,439-9.8% |
| Admin fee / account holder | $1,988 | $7,155-72.2% | $5,134-61.3% | $10,886-81.7% |