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 | $56,542 | $54,763+3.2% | $90,324-37.4% | $72,976-22.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 16.96% | 30.63%-13.7pp | 78.15%-61.2pp | 81.02%-64.1pp |
| Employer contribution / active EE | $2,171 | $2,093+3.7% | $2,856-24.0% | $2,440-11.0% |
| Participant deferral / active EE | $2,548 | $2,887-11.8% | $3,885-34.4% | $3,608-29.4% |
| Admin fee / account holder | $6,742 | $3,973+69.7% | $5,356+25.9% | $5,124+31.6% |