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 | $46,429 | $174,379-73.4% | $152,093-69.5% | $138,895-66.6% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 11.49% | 74.86%-63.4pp | 66.36%-54.9pp | 145.39%-133.9pp |
| Employer contribution / active EE | $2,048 | $4,652-56.0% | $4,175-50.9% | $4,194-51.2% |
| Participant deferral / active EE | $5,170 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $1,649 | $16,880-90.2% | $14,497-88.6% | $12,562-86.9% |