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 | $50,465 | $89,259-43.5% | $107,187-52.9% | $82,637-38.9% |
| Participation rate | 81.8% | 67.9%+13.9pp | 75.0%+6.8pp | 68.1%+13.8pp |
| Annual return | 18.08% | 21.02%-2.9pp | 204.55%-186.5pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,172 | $3,080-62.0% | $3,782-69.0% | $2,552-54.1% |
| Participant deferral / active EE | $3,626 | $4,037-10.2% | $5,096-28.9% | $4,126-12.1% |
| Admin fee / account holder | $606 | $7,381-91.8% | $9,162-93.4% | $7,339-91.7% |