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 | $68,903 | $97,125-29.1% | $86,233-20.1% | $137,256-49.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 12.61% | 74.19%-61.6pp | 61.39%-48.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $705 | $2,841-75.2% | $2,504-71.8% | $4,156-83.0% |
| Participant deferral / active EE | $3,930 | $5,180-24.1% | $4,559-13.8% | $6,407-38.7% |
| Admin fee / account holder | $771 | $9,725-92.1% | $8,342-90.8% | $12,270-93.7% |