Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $47,869 | $74,535-35.8% | $100,712-52.5% | $82,637-42.1% |
| Participation rate | 90.3% | 61.2%+29.1pp | 69.3%+21.0pp | 68.1%+22.3pp |
| Annual return | 58.71% | 18.92%+39.8pp | 33.27%+25.4pp | 53.51%+5.2pp |
| Employer contribution / active EE | $1,585 | $1,503+5.5% | $2,313-31.5% | $2,552-37.9% |
| Participant deferral / active EE | $3,583 | $3,074+16.6% | $4,085-12.3% | $4,126-13.2% |
| Admin fee / account holder | $633 | $6,576-90.4% | $9,256-93.2% | $7,339-91.4% |