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 | $73,403 | $90,486-18.9% | $78,676-6.7% | $273,972-73.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 3.74% | 75.62%-71.9pp | 62.19%-58.4pp | 41.46%-37.7pp |
| Employer contribution / active EE | $2,158 | $3,175-32.0% | $2,850-24.3% | $4,869-55.7% |
| Participant deferral / active EE | $2,781 | $3,901-28.7% | $3,517-20.9% | $5,287-47.4% |
| Admin fee / account holder | $996 | $5,263-81.1% | $4,510-77.9% | $10,133-90.2% |