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 | $47,644 | $101,795-53.2% | $165,100-71.1% | $80,959-41.2% |
| Participation rate | 89.4% | 71.8%+17.6pp | 78.6%+10.8pp | 67.7%+21.7pp |
| Annual return | 15.05% | 16.73%-1.7pp | 70.21%-55.2pp | 35.67%-20.6pp |
| Employer contribution / active EE | $3,473 | $2,954+17.6% | $4,348-20.1% | $2,757+26.0% |
| Participant deferral / active EE | $6,644 | $4,476+48.4% | $6,035+10.1% | $4,300+54.5% |
| Admin fee / account holder | $10,155 | $8,221+23.5% | $12,696-20.0% | $6,925+46.6% |