Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $63,516 | $98,760-35.7% | $149,715-57.6% | $79,858-20.5% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 18.84% | 27.43%-8.6pp | 276.66%-257.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $2,430 | $3,217-24.4% | $4,645-47.7% | $2,471-1.6% |
| Participant deferral / active EE | $5,671 | $5,681-0.2% | $6,842-17.1% | $3,740+51.6% |
| Admin fee / account holder | $12,946 | $6,053+113.9% | $9,310+39.1% | $5,306+144.0% |