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 | $52,919 | $93,345-43.3% | $119,126-55.6% | $87,485-39.5% |
| Participation rate | 75.0% | 68.7%+6.3pp | 75.8%-0.8pp | 68.9%+6.1pp |
| Annual return | 17.55% | 19.08%-1.5pp | 282.11%-264.6pp | 26.06%-8.5pp |
| Employer contribution / active EE | $4,419 | $3,172+39.3% | $4,034+9.6% | $2,596+70.2% |
| Participant deferral / active EE | $3,417 | $4,099-16.6% | $5,318-35.7% | $4,274-20.0% |
| Admin fee / account holder | $788 | $8,039-90.2% | $10,693-92.6% | $7,775-89.9% |