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 | $77,293 | $154,209-49.9% | $130,062-40.6% | $139,487-44.6% |
| Participation rate | 72.2% | 82.0%-9.7pp | 78.5%-6.3pp | 80.3%-8.1pp |
| Annual return | 11.97% | 32.52%-20.6pp | -137.37%+149.3pp | 373.84%-361.9pp |
| Employer contribution / active EE | $1,495 | $5,292-71.8% | $4,322-65.4% | $4,755-68.6% |
| Participant deferral / active EE | $3,194 | $6,709-52.4% | $5,821-45.1% | $6,713-52.4% |
| Admin fee / account holder | $357 | $13,988-97.5% | $10,601-96.6% | $11,407-96.9% |