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 | $37,071 | $76,551-51.6% | $123,894-70.1% | $62,881-41.0% |
| Participation rate | 71.1% | 73.0%-1.9pp | 81.4%-10.3pp | 69.3%+1.8pp |
| Annual return | 143.56% | 18.68%+124.9pp | 47.52%+96.0pp | 20.14%+123.4pp |
| Employer contribution / active EE | $980 | $2,882-66.0% | $4,617-78.8% | $2,281-57.1% |
| Participant deferral / active EE | $2,738 | $4,840-43.4% | $5,984-54.3% | $3,203-14.5% |
| Admin fee / account holder | $322 | $4,826-93.3% | $8,357-96.1% | $4,296-92.5% |