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 | $33,956 | $135,954-75.0% | $123,893-72.6% | $273,968-87.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 21.03% | 56.63%-35.6pp | 47.52%-26.5pp | 41.45%-20.4pp |
| Employer contribution / active EE | $2,031 | $5,170-60.7% | $4,617-56.0% | $4,869-58.3% |
| Participant deferral / active EE | $11,211 | $6,343+76.8% | $5,984+87.3% | $5,287+112.0% |
| Admin fee / account holder | $3,161 | $9,817-67.8% | $8,357-62.2% | $10,132-68.8% |