Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,448 | $155,555-59.9% | $146,866-57.5% | $155,188-59.8% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.5%-11.9pp | 80.8%-10.2pp |
| Annual return | 12.93% | 115.41%-102.5pp | 102.85%-89.9pp | 148.84%-135.9pp |
| Employer contribution / active EE | $1,335 | $4,647-71.3% | $4,425-69.8% | $4,248-68.6% |
| Participant deferral / active EE | $3,340 | $8,044-58.5% | $7,759-56.9% | $6,531-48.9% |
| Admin fee / account holder | $1,017 | $14,755-93.1% | $13,620-92.5% | $14,480-93.0% |