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 | $42,123 | $48,314-12.8% | $67,561-37.7% | $80,925-47.9% |
| Participation rate | 76.0% | 66.4%+9.6pp | 72.9%+3.1pp | 67.7%+8.3pp |
| Annual return | 16.14% | 18.28%-2.1pp | 3525.44%-3509.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $1,481 | $2,022-26.7% | $2,735-45.8% | $2,756-46.3% |
| Participant deferral / active EE | $4,063 | $2,927+38.8% | $4,003+1.5% | $4,299-5.5% |
| Admin fee / account holder | $415 | $3,690-88.8% | $4,006-89.6% | $6,940-94.0% |