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 | $32,214 | $228,395-85.9% | $185,861-82.7% | $158,982-79.7% |
| Participation rate | 84.2% | 82.3%+1.9pp | 78.0%+6.2pp | 82.0%+2.2pp |
| Annual return | 16.58% | 40.82%-24.2pp | 35.96%-19.4pp | 302.99%-286.4pp |
| Employer contribution / active EE | $779 | $4,968-84.3% | $4,088-81.0% | $4,763-83.7% |
| Participant deferral / active EE | $2,447 | $6,417-61.9% | $5,634-56.6% | $5,983-59.1% |
| Admin fee / account holder | $1,112 | $11,869-90.6% | $9,503-88.3% | $11,252-90.1% |