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 | $69,469 | $124,314-44.1% | $109,163-36.4% | $167,518-58.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 11.03% | 26.04%-15.0pp | 25.75%-14.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $1,818 | $4,209-56.8% | $3,723-51.2% | $4,838-62.4% |
| Participant deferral / active EE | $12,876 | $5,256+145.0% | $4,654+176.7% | $6,342+103.0% |
| Admin fee / account holder | $663 | $7,973-91.7% | $6,754-90.2% | $12,312-94.6% |