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 | $43,299 | $93,346-53.6% | $71,796-39.7% | $273,972-84.2% |
| Participation rate | 92.3% | 76.5%+15.8pp | 69.1%+23.2pp | 83.0%+9.3pp |
| Annual return | 4.34% | 130.39%-126.0pp | 78.04%-73.7pp | 41.46%-37.1pp |
| Employer contribution / active EE | $818 | $2,733-70.1% | $1,924-57.5% | $4,869-83.2% |
| Participant deferral / active EE | $4,597 | $3,475+32.3% | $2,794+64.5% | $5,287-13.1% |
| Admin fee / account holder | $343 | $6,571-94.8% | $4,815-92.9% | $10,133-96.6% |