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 | $51,805 | $114,119-54.6% | $107,187-51.7% | $138,895-62.7% |
| Participation rate | 76.9% | 78.1%-1.2pp | 75.0%+1.9pp | 79.9%-3.0pp |
| Annual return | 13.00% | 273.21%-260.2pp | 204.55%-191.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $1,689 | $4,059-58.4% | $3,782-55.3% | $4,194-59.7% |
| Participant deferral / active EE | $1,968 | $5,538-64.5% | $5,096-61.4% | $6,396-69.2% |
| Admin fee / account holder | $2,312 | $10,024-76.9% | $9,162-74.8% | $12,562-81.6% |