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 | $78,243 | $135,956-42.4% | $123,894-36.8% | $273,972-71.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 5.32% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,771 | $5,170-65.7% | $4,617-61.6% | $4,869-63.6% |
| Participant deferral / active EE | $4,535 | $6,343-28.5% | $5,984-24.2% | $5,287-14.2% |
| Admin fee / account holder | $7,820 | $9,817-20.3% | $8,357-6.4% | $10,133-22.8% |