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 | $43,881 | $71,230-38.4% | $93,727-53.2% | $80,959-45.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 14.70% | 11.26%+3.4pp | 133.83%-119.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,758 | $1,565+12.3% | $2,421-27.4% | $2,757-36.2% |
| Participant deferral / active EE | $3,803 | $4,037-5.8% | $4,417-13.9% | $4,300-11.6% |
| Admin fee / account holder | $2,293 | $6,961-67.1% | $8,292-72.3% | $6,925-66.9% |