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 | $64,332 | $77,638-17.1% | $156,551-58.9% | $62,881+2.3% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 11.06% | 50.33%-39.3pp | 32.23%-21.2pp | 20.14%-9.1pp |
| Employer contribution / active EE | $5,262 | $3,444+52.8% | $5,501-4.4% | $2,281+130.7% |
| Participant deferral / active EE | $3,258 | $3,046+7.0% | $4,871-33.1% | $3,203+1.7% |
| Admin fee / account holder | $376 | $5,561-93.2% | $13,028-97.1% | $4,296-91.3% |