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 | $44,529 | $81,696-45.5% | $70,494-36.8% | $158,982-72.0% |
| Participation rate | 92.3% | 77.7%+14.6pp | 75.1%+17.3pp | 82.0%+10.3pp |
| Annual return | 12.41% | 208.70%-196.3pp | 109.16%-96.7pp | 302.99%-290.6pp |
| Employer contribution / active EE | $942 | $3,220-70.7% | $2,738-65.6% | $4,763-80.2% |
| Participant deferral / active EE | $2,542 | $4,558-44.2% | $3,711-31.5% | $5,983-57.5% |
| Admin fee / account holder | $330 | $6,200-94.7% | $3,848-91.4% | $11,252-97.1% |