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 | $41,702 | $49,896-16.4% | $80,627-48.3% | $75,173-44.5% |
| Participation rate | 77.6% | 55.3%+22.2pp | 67.0%+10.5pp | 67.2%+10.3pp |
| Annual return | 17.49% | 34.67%-17.2pp | 936.76%-919.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $2,135 | $1,699+25.7% | $2,723-21.6% | $2,671-20.1% |
| Participant deferral / active EE | $3,405 | $2,992+13.8% | $4,443-23.4% | $4,126-17.5% |
| Admin fee / account holder | $709 | $3,578-80.2% | $5,381-86.8% | $5,651-87.5% |