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 | $61,710 | $85,766-28.0% | $136,298-54.7% | $70,126-12.0% |
| Participation rate | 77.5% | 74.2%+3.3pp | 81.9%-4.4pp | 69.5%+8.0pp |
| Annual return | 15.83% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $2,854 | $2,966-3.8% | $4,696-39.2% | $2,343+21.8% |
| Participant deferral / active EE | $3,791 | $5,051-24.9% | $6,247-39.3% | $3,332+13.8% |
| Admin fee / account holder | $963 | $5,421-82.2% | $9,244-89.6% | $4,645-79.3% |