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 | $59,955 | $58,828+1.9% | $78,002-23.1% | $62,881-4.7% |
| Participation rate | 95.7% | 71.1%+24.7pp | 75.5%+20.2pp | 69.3%+26.4pp |
| Annual return | 5.09% | 17.16%-12.1pp | 425.99%-420.9pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,227 | $1,672-26.6% | $2,470-50.3% | $2,281-46.2% |
| Participant deferral / active EE | $1,608 | $2,686-40.1% | $3,497-54.0% | $3,203-49.8% |
| Admin fee / account holder | $6,676 | $4,393+52.0% | $5,481+21.8% | $4,296+55.4% |