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 | $59,692 | $107,809-44.6% | $97,032-38.5% | $155,188-61.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 71.6%+3.4pp | 80.8%-5.8pp |
| Annual return | 14.88% | 38.06%-23.2pp | 35.38%-20.5pp | 148.84%-134.0pp |
| Employer contribution / active EE | $2,069 | $2,911-28.9% | $2,629-21.3% | $4,248-51.3% |
| Participant deferral / active EE | $4,568 | $5,129-11.0% | $4,672-2.2% | $6,531-30.1% |
| Admin fee / account holder | $492 | $10,717-95.4% | $9,418-94.8% | $14,480-96.6% |