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 | $75,653 | $110,212-31.4% | $96,534-21.6% | $139,466-45.8% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.3pp | 80.3%-7.6pp |
| Annual return | 15.71% | 26.42%-10.7pp | 25.88%-10.2pp | 373.66%-357.9pp |
| Employer contribution / active EE | $852 | $3,620-76.5% | $2,965-71.3% | $4,754-82.1% |
| Participant deferral / active EE | $9,381 | $5,547+69.1% | $4,851+93.4% | $6,712+39.8% |
| Admin fee / account holder | $1,594 | $11,599-86.3% | $8,253-80.7% | $11,409-86.0% |