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 | $21,739 | $93,346-76.7% | $71,796-69.7% | $273,972-92.1% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | 7.31% | 130.39%-123.1pp | 78.04%-70.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $3,696 | $2,733+35.2% | $1,924+92.1% | $4,869-24.1% |
| Participant deferral / active EE | $4,505 | $3,475+29.6% | $2,794+61.2% | $5,287-14.8% |
| Admin fee / account holder | $10,877 | $6,571+65.5% | $4,815+125.9% | $10,133+7.3% |