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 | $58,142 | $174,018-66.6% | $136,833-57.5% | $198,609-70.7% |
| Participation rate | 80.0% | 65.1%+14.9pp | 59.0%+21.0pp | 82.4%-2.4pp |
| Annual return | 17.27% | 35.16%-17.9pp | 35.32%-18.1pp | 202.70%-185.4pp |
| Employer contribution / active EE | $1,855 | $1,571+18.0% | $1,319+40.6% | $5,055-63.3% |
| Participant deferral / active EE | $5,230 | $2,873+82.0% | $2,441+114.3% | $6,977-25.0% |
| Admin fee / account holder | $2,869 | $5,434-47.2% | $4,706-39.0% | $19,030-84.9% |