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 | $46,534 | $77,814-40.2% | $158,223-70.6% | $86,983-46.5% |
| Participation rate | 86.5% | 68.4%+18.1pp | 79.2%+7.3pp | 69.5%+17.0pp |
| Annual return | 14.72% | 30.54%-15.8pp | 52.09%-37.4pp | 25.83%-11.1pp |
| Employer contribution / active EE | $2,240 | $2,592-13.6% | $4,109-45.5% | $2,584-13.3% |
| Participant deferral / active EE | $2,392 | $3,270-26.9% | $5,467-56.3% | $4,194-43.0% |
| Admin fee / account holder | $10,491 | $5,879+78.4% | $16,047-34.6% | $7,856+33.5% |