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 | $66,308 | $93,346-29.0% | $71,796-7.6% | $273,972-75.8% |
| Participation rate | 90.5% | 76.5%+13.9pp | 69.1%+21.4pp | 83.0%+7.5pp |
| Annual return | 6.95% | 130.39%-123.4pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,582 | $2,733-42.1% | $1,924-17.8% | $4,869-67.5% |
| Participant deferral / active EE | $2,131 | $3,475-38.7% | $2,794-23.7% | $5,287-59.7% |
| Admin fee / account holder | $984 | $6,571-85.0% | $4,815-79.6% | $10,133-90.3% |