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 | $52,053 | $116,203-55.2% | $93,621-44.4% | $152,909-66.0% |
| Participation rate | 87.0% | 78.1%+8.9pp | 75.8%+11.1pp | 82.5%+4.5pp |
| Annual return | 19.02% | 35.96%-16.9pp | 32.76%-13.7pp | 345.46%-326.4pp |
| Employer contribution / active EE | $948 | $3,219-70.6% | $2,719-65.1% | $4,764-80.1% |
| Participant deferral / active EE | $4,212 | $4,605-8.5% | $4,070+3.5% | $5,851-28.0% |
| Admin fee / account holder | $768 | $10,751-92.9% | $7,890-90.3% | $11,601-93.4% |