Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,754 | $76,407-50.6% | $150,298-74.9% | $82,448-54.2% |
| Participation rate | 98.0% | 66.4%+31.6pp | 77.8%+20.3pp | 68.1%+30.0pp |
| Annual return | 14.83% | 39.99%-25.2pp | 62.79%-48.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $4,832 | $2,614+84.8% | $4,154+16.3% | $2,551+89.4% |
| Participant deferral / active EE | $2,143 | $3,214-33.3% | $5,453-60.7% | $4,139-48.2% |
| Admin fee / account holder | $3,615 | $6,352-43.1% | $14,116-74.4% | $7,234-50.0% |