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 | $54,233 | $106,749-49.2% | $145,433-62.7% | $82,448-34.2% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 50.47% | 27.59%+22.9pp | 66.58%-16.1pp | 41.64%+8.8pp |
| Employer contribution / active EE | $2,480 | $3,444-28.0% | $4,554-45.6% | $2,551-2.8% |
| Participant deferral / active EE | $8,043 | $6,519+23.4% | $7,897+1.8% | $4,139+94.3% |
| Admin fee / account holder | $2,906 | $8,390-65.4% | $13,129-77.9% | $7,234-59.8% |