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 | $69,353 | $165,939-58.2% | $122,354-43.3% | $147,586-53.0% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 15.16% | 34.56%-19.4pp | 30.28%-15.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $1,361 | $5,754-76.3% | $4,051-66.4% | $4,876-72.1% |
| Participant deferral / active EE | $9,198 | $4,005+129.6% | $3,287+179.8% | $5,439+69.1% |
| Admin fee / account holder | $727 | $7,425-90.2% | $5,479-86.7% | $10,886-93.3% |