Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $76,832 | $107,666-28.6% | $102,184-24.8% | $154,746-50.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 15.28% | 29.33%-14.0pp | 31.58%-16.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,985 | $8,719-19.9% | $8,309-15.9% | $6,730+3.8% |
| Admin fee / account holder | $8,531 | $12,943-34.1% | $11,609-26.5% | $14,365-40.6% |