Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $42,146 | $114,013-63.0% | $103,693-59.4% | $155,188-72.8% |
| Participation rate | 72.2% | 75.2%-3.0pp | 72.6%-0.4pp | 80.8%-8.6pp |
| Annual return | 14.50% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $526 | $3,131-83.2% | $2,920-82.0% | $4,248-87.6% |
| Participant deferral / active EE | $2,653 | $4,970-46.6% | $4,579-42.1% | $6,531-59.4% |
| Admin fee / account holder | $418 | $8,407-95.0% | $7,858-94.7% | $14,480-97.1% |