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 | $49,822 | $108,212-54.0% | $77,513-35.7% | $158,966-68.7% |
| Participation rate | 72.7% | 64.4%+8.3pp | 54.2%+18.5pp | 82.0%-9.2pp |
| Annual return | 15.47% | 31.67%-16.2pp | 54.81%-39.3pp | 302.95%-287.5pp |
| Employer contribution / active EE | $835 | $1,325-37.0% | $987-15.3% | $4,762-82.5% |
| Participant deferral / active EE | $4,275 | $2,455+74.1% | $1,861+129.7% | $5,983-28.5% |
| Admin fee / account holder | $674 | $3,709-81.8% | $2,859-76.4% | $11,250-94.0% |