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 | $43,445 | $165,912-73.8% | $122,342-64.5% | $147,585-70.6% |
| Participation rate | 84.6% | 79.6%+5.0pp | 71.6%+13.0pp | 82.8%+1.8pp |
| Annual return | 15.50% | 34.55%-19.0pp | 30.28%-14.8pp | 578.57%-563.1pp |
| Employer contribution / active EE | $404 | $5,754-93.0% | $4,051-90.0% | $4,876-91.7% |
| Participant deferral / active EE | $2,668 | $4,005-33.4% | $3,287-18.8% | $5,439-50.9% |
| Admin fee / account holder | $10,926 | $7,424+47.2% | $5,478+99.4% | $10,885+0.4% |