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 | $55,509 | $91,179-39.1% | $178,499-68.9% | $79,852-30.5% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 11.82% | 24.19%-12.4pp | 151.10%-139.3pp | 31.72%-19.9pp |
| Employer contribution / active EE | $2,684 | $3,256-17.6% | $5,011-46.4% | $2,471+8.6% |
| Participant deferral / active EE | $5,828 | $3,236+80.1% | $5,202+12.0% | $3,740+55.8% |
| Admin fee / account holder | $10,690 | $6,749+58.4% | $13,986-23.6% | $5,306+101.5% |