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 | $54,737 | $71,208-23.1% | $93,681-41.6% | $80,911-32.3% |
| Participation rate | 82.9% | 60.4%+22.5pp | 68.7%+14.1pp | 67.6%+15.2pp |
| Annual return | 11.02% | 11.27%-0.2pp | 133.47%-122.4pp | 35.63%-24.6pp |
| Employer contribution / active EE | $2,020 | $1,564+29.1% | $2,422-16.6% | $2,756-26.7% |
| Participant deferral / active EE | $3,629 | $4,035-10.1% | $4,415-17.8% | $4,297-15.6% |
| Admin fee / account holder | $2,159 | $6,951-68.9% | $8,290-74.0% | $6,935-68.9% |