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 | $70,682 | $106,247-33.5% | $96,515-26.8% | $139,466-49.3% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 21.11% | 38.47%-17.4pp | 35.73%-14.6pp | 373.66%-352.6pp |
| Employer contribution / active EE | $2,541 | $4,106-38.1% | $3,740-32.1% | $4,754-46.6% |
| Participant deferral / active EE | $2,470 | $5,456-54.7% | $4,880-49.4% | $6,712-63.2% |
| Admin fee / account holder | $1,103 | $7,885-86.0% | $6,735-83.6% | $11,409-90.3% |