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 | $53,855 | $65,395-17.6% | $182,558-70.5% | $72,976-26.2% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 69.5%+5.5pp |
| Annual return | 30.09% | 27.68%+2.4pp | 148.59%-118.5pp | 81.02%-50.9pp |
| Employer contribution / active EE | $1,326 | $1,911-30.6% | $4,076-67.5% | $2,440-45.7% |
| Participant deferral / active EE | $2,547 | $3,563-28.5% | $5,526-53.9% | $3,608-29.4% |
| Admin fee / account holder | $868 | $4,245-79.5% | $8,594-89.9% | $5,124-83.1% |