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 | $41,817 | $71,208-41.3% | $93,681-55.4% | $80,911-48.3% |
| Participation rate | 89.3% | 60.4%+28.9pp | 68.7%+20.6pp | 67.6%+21.6pp |
| Annual return | 10.41% | 11.27%-0.9pp | 133.47%-123.1pp | 35.63%-25.2pp |
| Employer contribution / active EE | $4,099 | $1,564+162.0% | $2,422+69.2% | $2,756+48.7% |
| Participant deferral / active EE | $2,829 | $4,035-29.9% | $4,415-35.9% | $4,297-34.2% |
| Admin fee / account holder | $648 | $6,951-90.7% | $8,290-92.2% | $6,935-90.7% |