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 | $49,724 | $91,559-45.7% | $133,978-62.9% | $79,856-37.7% |
| Participation rate | 82.8% | 73.3%+9.4pp | 79.8%+2.9pp | 69.6%+13.1pp |
| Annual return | 16.54% | 61.85%-45.3pp | 45.10%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $2,586 | $2,384+8.5% | $3,919-34.0% | $2,471+4.7% |
| Participant deferral / active EE | $3,246 | $3,734-13.1% | $5,047-35.7% | $3,741-13.2% |
| Admin fee / account holder | $4,690 | $6,321-25.8% | $8,930-47.5% | $5,306-11.6% |