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 | $61,934 | $78,707-21.3% | $117,861-47.5% | $70,126-11.7% |
| Participation rate | 84.1% | 73.2%+10.9pp | 79.7%+4.4pp | 69.5%+14.6pp |
| Annual return | 25.00% | 23.30%+1.7pp | 335.11%-310.1pp | 73.15%-48.1pp |
| Employer contribution / active EE | $1,715 | $2,223-22.9% | $3,786-54.7% | $2,343-26.8% |
| Participant deferral / active EE | $2,291 | $3,297-30.5% | $4,482-48.9% | $3,332-31.2% |
| Admin fee / account holder | $2,351 | $5,066-53.6% | $8,021-70.7% | $4,645-49.4% |