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 | $80,424 | $162,821-50.6% | $133,978-40.0% | $158,982-49.4% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 19.84% | 41.95%-22.1pp | 45.10%-25.3pp | 302.99%-283.1pp |
| Employer contribution / active EE | $1,378 | $4,976-72.3% | $3,919-64.8% | $4,763-71.1% |
| Participant deferral / active EE | $4,158 | $5,910-29.7% | $5,047-17.6% | $5,983-30.5% |
| Admin fee / account holder | $894 | $11,742-92.4% | $8,930-90.0% | $11,252-92.1% |