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 | $79,441 | $50,554+57.1% | $67,681+17.4% | $87,485-9.2% |
| Participation rate | 89.7% | 67.7%+22.0pp | 73.7%+16.0pp | 68.9%+20.8pp |
| Annual return | 12.70% | 17.81%-5.1pp | 590.58%-577.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $652 | $1,988-67.2% | $2,678-75.7% | $2,596-74.9% |
| Participant deferral / active EE | $1,304 | $2,961-56.0% | $3,976-67.2% | $4,274-69.5% |
| Admin fee / account holder | $6,957 | $4,132+68.3% | $6,100+14.0% | $7,775-10.5% |