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 | $71,591 | $91,559-21.8% | $133,971-46.6% | $79,852-10.3% |
| Participation rate | 79.7% | 73.3%+6.3pp | 79.8%-0.2pp | 69.6%+10.0pp |
| Annual return | 18.55% | 61.85%-43.3pp | 45.09%-26.5pp | 31.72%-13.2pp |
| Employer contribution / active EE | $707 | $2,384-70.3% | $3,919-82.0% | $2,471-71.4% |
| Participant deferral / active EE | $2,802 | $3,734-25.0% | $5,047-44.5% | $3,740-25.1% |
| Admin fee / account holder | $713 | $6,321-88.7% | $8,929-92.0% | $5,306-86.6% |