Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $61,764 | $55,930+10.4% | $76,089-18.8% | $80,925-23.7% |
| Participation rate | 80.0% | 62.1%+17.9pp | 69.1%+10.9pp | 67.7%+12.3pp |
| Annual return | 16.24% | 20.58%-4.3pp | 360.94%-344.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $2,669 | $1,866+43.0% | $2,690-0.8% | $2,756-3.2% |
| Participant deferral / active EE | $7,615 | $3,051+149.6% | $4,259+78.8% | $4,299+77.2% |
| Admin fee / account holder | $5,938 | $5,241+13.3% | $6,418-7.5% | $6,940-14.4% |