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 | $71,243 | $61,787+15.3% | $97,197-26.7% | $80,925-12.0% |
| Participation rate | 95.6% | 63.5%+32.1pp | 72.7%+22.9pp | 67.7%+27.9pp |
| Annual return | 13.54% | -558.16%+571.7pp | 75.47%-61.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,845 | $1,836+0.5% | $2,723-32.2% | $2,756-33.0% |
| Participant deferral / active EE | $3,425 | $3,027+13.1% | $4,263-19.7% | $4,299-20.3% |
| Admin fee / account holder | $1,374 | $5,170-73.4% | $5,637-75.6% | $6,940-80.2% |