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 | $47,365 | $51,631-8.3% | $129,397-63.4% | $80,925-41.5% |
| Participation rate | 92.3% | 56.9%+35.4pp | 69.6%+22.7pp | 67.7%+24.6pp |
| Annual return | 15.11% | 20.77%-5.7pp | 9453.98%-9438.9pp | 35.65%-20.5pp |
| Employer contribution / active EE | $4,678 | $1,583+195.5% | $4,154+12.6% | $2,756+69.7% |
| Participant deferral / active EE | $11,234 | $2,670+320.8% | $4,167+169.6% | $4,299+161.3% |
| Admin fee / account holder | $9,814 | $4,309+127.8% | $7,679+27.8% | $6,940+41.4% |