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 | $58,214 | $93,345-37.6% | $119,126-51.1% | $87,485-33.5% |
| Participation rate | 88.1% | 68.7%+19.4pp | 75.8%+12.3pp | 68.9%+19.2pp |
| Annual return | 17.87% | 19.08%-1.2pp | 282.11%-264.2pp | 26.06%-8.2pp |
| Employer contribution / active EE | $2,171 | $3,172-31.6% | $4,034-46.2% | $2,596-16.4% |
| Participant deferral / active EE | $5,466 | $4,099+33.4% | $5,318+2.8% | $4,274+27.9% |
| Admin fee / account holder | $1,877 | $8,039-76.7% | $10,693-82.4% | $7,775-75.9% |