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 | $53,812 | $71,215-24.4% | $93,696-42.6% | $80,935-33.5% |
| Participation rate | 82.8% | 60.4%+22.4pp | 68.7%+14.1pp | 67.7%+15.2pp |
| Annual return | 12.30% | 11.27%+1.0pp | 133.74%-121.4pp | 35.66%-23.4pp |
| Employer contribution / active EE | $4,319 | $1,565+175.9% | $2,422+78.3% | $2,757+56.7% |
| Participant deferral / active EE | $4,270 | $4,037+5.8% | $4,417-3.3% | $4,299-0.7% |
| Admin fee / account holder | $3,133 | $6,958-55.0% | $8,287-62.2% | $6,924-54.8% |