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 | $69,606 | $70,435-1.2% | $96,575-27.9% | $85,856-18.9% |
| Participation rate | 96.2% | 61.8%+34.3pp | 69.8%+26.3pp | 69.3%+26.8pp |
| Annual return | 13.35% | 18.59%-5.2pp | 37.79%-24.4pp | 318.58%-305.2pp |
| Employer contribution / active EE | $1,773 | $1,413+25.4% | $2,357-24.8% | $2,565-30.9% |
| Participant deferral / active EE | $4,396 | $2,894+51.9% | $3,849+14.2% | $3,952+11.2% |
| Admin fee / account holder | $3,287 | $4,997-34.2% | $6,182-46.8% | $6,261-47.5% |