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 | $60,622 | $111,814-45.8% | $103,374-41.4% | $145,959-58.5% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 11.68% | 24.77%-13.1pp | 24.89%-13.2pp | 561.95%-550.3pp |
| Employer contribution / active EE | $2,390 | $4,214-43.3% | $3,869-38.2% | $4,661-48.7% |
| Participant deferral / active EE | $4,837 | $5,618-13.9% | $5,058-4.4% | $6,689-27.7% |
| Admin fee / account holder | $1,255 | $9,754-87.1% | $8,394-85.1% | $13,398-90.6% |