Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $42,521 | $60,442-29.7% | $96,754-56.1% | $87,485-51.4% |
| Participation rate | 76.7% | 58.7%+18.0pp | 70.3%+6.4pp | 68.9%+7.7pp |
| Annual return | 17.17% | 21.97%-4.8pp | 82.04%-64.9pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,479 | $1,691-12.5% | $2,679-44.8% | $2,596-43.0% |
| Participant deferral / active EE | $4,703 | $3,280+43.4% | $4,758-1.2% | $4,274+10.1% |
| Admin fee / account holder | $5,263 | $5,069+3.8% | $8,905-40.9% | $7,775-32.3% |