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 | $106,905-57.5% | $84,020-45.9% | $152,885-70.3% |
| Participation rate | 81.0% | 75.2%+5.7pp | 69.0%+11.9pp | 82.5%-1.5pp |
| Annual return | 22.66% | 105.00%-82.3pp | 71.31%-48.7pp | 345.39%-322.7pp |
| Employer contribution / active EE | $1,253 | $2,735-54.2% | $1,984-36.8% | $4,763-73.7% |
| Participant deferral / active EE | $2,561 | $4,012-36.2% | $3,239-20.9% | $5,851-56.2% |
| Admin fee / account holder | $2,871 | $8,287-65.4% | $6,101-52.9% | $11,598-75.2% |