Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $50,073 | $172,111-70.9% | $150,298-66.7% | $137,256-63.5% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,076 | $4,636-76.8% | $4,154-74.1% | $4,156-74.1% |
| Participant deferral / active EE | $3,962 | $6,166-35.7% | $5,453-27.3% | $6,407-38.2% |
| Admin fee / account holder | $797 | $16,471-95.2% | $14,116-94.4% | $12,270-93.5% |