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 | $75,894 | $108,285-29.9% | $77,552-2.1% | $158,982-52.3% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 23.29% | 31.69%-8.4pp | 54.82%-31.5pp | 302.99%-279.7pp |
| Employer contribution / active EE | $1,724 | $1,325+30.1% | $987+74.7% | $4,763-63.8% |
| Participant deferral / active EE | $6,183 | $2,455+151.8% | $1,861+232.3% | $5,983+3.3% |
| Admin fee / account holder | $947 | $3,709-74.5% | $2,859-66.9% | $11,252-91.6% |