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 | $71,699 | $94,031-23.7% | $115,768-38.1% | $82,448-13.0% |
| Participation rate | 77.4% | 70.4%+7.0pp | 74.4%+3.0pp | 68.1%+9.4pp |
| Annual return | 15.84% | 20.61%-4.8pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $754 | $2,323-67.5% | $2,940-74.3% | $2,551-70.4% |
| Participant deferral / active EE | $2,741 | $3,972-31.0% | $4,917-44.3% | $4,139-33.8% |
| Admin fee / account holder | $3,360 | $10,249-67.2% | $12,439-73.0% | $7,234-53.6% |