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 | $52,842 | $117,444-55.0% | $99,479-46.9% | $152,909-65.4% |
| Participation rate | 91.7% | 77.5%+14.1pp | 73.8%+17.8pp | 82.5%+9.2pp |
| Annual return | 21.58% | 31.87%-10.3pp | 30.72%-9.1pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,435 | $3,014-19.2% | $2,540-4.1% | $4,764-48.9% |
| Participant deferral / active EE | $4,665 | $4,086+14.1% | $3,619+28.9% | $5,851-20.3% |
| Admin fee / account holder | $6,321 | $7,635-17.2% | $6,253+1.1% | $11,601-45.5% |