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 | $45,428 | $152,592-70.2% | $125,180-63.7% | $152,885-70.3% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.5%+7.5pp |
| Annual return | 20.92% | 54.84%-33.9pp | 43.79%-22.9pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,825 | $4,947-63.1% | $3,866-52.8% | $4,763-61.7% |
| Participant deferral / active EE | $2,119 | $5,868-63.9% | $4,937-57.1% | $5,851-63.8% |
| Admin fee / account holder | $18,090 | $13,435+34.7% | $9,703+86.4% | $11,598+56.0% |