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 | $65,095 | $65,367-0.4% | $92,915-29.9% | $72,976-10.8% |
| Participation rate | 91.7% | 68.3%+23.4pp | 76.0%+15.7pp | 69.5%+22.2pp |
| Annual return | 18.81% | 42.11%-23.3pp | 109.45%-90.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $832 | $2,594-67.9% | $3,653-77.2% | $2,440-65.9% |
| Participant deferral / active EE | $2,510 | $3,128-19.8% | $4,238-40.8% | $3,608-30.4% |
| Admin fee / account holder | $1,122 | $4,251-73.6% | $5,796-80.6% | $5,124-78.1% |