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 | $71,873 | $141,004-49.0% | $112,273-36.0% | $139,466-48.5% |
| Participation rate | 94.7% | 79.2%+15.5pp | 72.4%+22.3pp | 80.3%+14.4pp |
| Annual return | 12.58% | 32.75%-20.2pp | 30.23%-17.7pp | 373.66%-361.1pp |
| Employer contribution / active EE | $2,074 | $4,285-51.6% | $3,431-39.6% | $4,754-56.4% |
| Participant deferral / active EE | $8,052 | $5,878+37.0% | $4,800+67.8% | $6,712+20.0% |
| Admin fee / account holder | $14,399 | $9,959+44.6% | $7,752+85.7% | $11,409+26.2% |