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 | $83,149 | $87,060-4.5% | $105,591-21.3% | $80,911+2.8% |
| Participation rate | 72.0% | 70.4%+1.6pp | 75.3%-3.3pp | 67.6%+4.4pp |
| Annual return | 10.39% | 17.05%-6.7pp | 116.43%-106.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $858 | $2,396-64.2% | $3,166-72.9% | $2,756-68.8% |
| Participant deferral / active EE | $3,904 | $3,986-2.1% | $5,008-22.1% | $4,297-9.2% |
| Admin fee / account holder | $2,245 | $8,442-73.4% | $11,024-79.6% | $6,935-67.6% |