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 | $47,063 | $106,280-55.7% | $96,538-51.2% | $139,487-66.3% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 13.88% | 38.48%-24.6pp | 35.74%-21.9pp | 373.84%-360.0pp |
| Employer contribution / active EE | $6,580 | $4,107+60.2% | $3,740+75.9% | $4,755+38.4% |
| Participant deferral / active EE | $8,954 | $5,457+64.1% | $4,880+83.5% | $6,713+33.4% |
| Admin fee / account holder | $6,645 | $7,888-15.8% | $6,737-1.4% | $11,407-41.7% |