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 | $89,932 | $117,846-23.7% | $102,434-12.2% | $145,884-38.4% |
| Participation rate | 76.5% | 78.6%-2.2pp | 76.5%0pp | 80.3%-3.8pp |
| Annual return | 12.39% | 31.90%-19.5pp | 29.46%-17.1pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,391 | $3,615-61.5% | $3,023-54.0% | $4,662-70.2% |
| Participant deferral / active EE | $2,406 | $5,733-58.0% | $5,055-52.4% | $6,690-64.0% |
| Admin fee / account holder | $3,767 | $13,356-71.8% | $9,462-60.2% | $13,392-71.9% |