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 | $24,107 | $89,259-73.0% | $107,187-77.5% | $82,637-70.8% |
| Participation rate | 93.0% | 67.9%+25.1pp | 75.0%+18.0pp | 68.1%+25.0pp |
| Annual return | 17.36% | 21.02%-3.7pp | 204.55%-187.2pp | 53.51%-36.2pp |
| Employer contribution / active EE | $4,876 | $3,080+58.3% | $3,782+28.9% | $2,552+91.0% |
| Participant deferral / active EE | $2,577 | $4,037-36.2% | $5,096-49.4% | $4,126-37.6% |
| Admin fee / account holder | $1,687 | $7,381-77.1% | $9,162-81.6% | $7,339-77.0% |