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 | $46,876 | $78,707-40.4% | $117,861-60.2% | $70,126-33.2% |
| Participation rate | 94.4% | 73.2%+21.3pp | 79.7%+14.8pp | 69.5%+24.9pp |
| Annual return | 17.03% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $2,093 | $2,223-5.9% | $3,786-44.7% | $2,343-10.7% |
| Participant deferral / active EE | $4,063 | $3,297+23.2% | $4,482-9.3% | $3,332+22.0% |
| Admin fee / account holder | $1,237 | $5,066-75.6% | $8,021-84.6% | $4,645-73.4% |