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 | $68,376 | $124,346-45.0% | $111,308-38.6% | $167,536-59.2% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 15.16% | 37.45%-22.3pp | 54.67%-39.5pp | 478.82%-463.7pp |
| Employer contribution / active EE | $737 | $3,437-78.6% | $2,732-73.0% | $4,839-84.8% |
| Participant deferral / active EE | $1,806 | $5,182-65.1% | $4,487-59.8% | $6,342-71.5% |
| Admin fee / account holder | $3,797 | $10,621-64.3% | $7,965-52.3% | $12,315-69.2% |