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 | $53,616 | $91,179-41.2% | $178,499-70.0% | $79,852-32.9% |
| Participation rate | 76.7% | 69.2%+7.5pp | 81.9%-5.3pp | 69.6%+7.0pp |
| Annual return | 11.74% | 24.19%-12.5pp | 151.10%-139.4pp | 31.72%-20.0pp |
| Employer contribution / active EE | $2,160 | $3,256-33.7% | $5,011-56.9% | $2,471-12.6% |
| Participant deferral / active EE | $4,424 | $3,236+36.7% | $5,202-15.0% | $3,740+18.3% |
| Admin fee / account holder | $454 | $6,749-93.3% | $13,986-96.8% | $5,306-91.4% |