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 | $79,829 | $78,690+1.4% | $161,489-50.6% | $87,485-8.8% |
| Participation rate | 86.9% | 67.5%+19.4pp | 78.7%+8.2pp | 68.9%+18.0pp |
| Annual return | 16.71% | 32.74%-16.0pp | 89.72%-73.0pp | 26.06%-9.4pp |
| Employer contribution / active EE | $1,895 | $2,588-26.8% | $4,268-55.6% | $2,596-27.0% |
| Participant deferral / active EE | $2,936 | $3,311-11.3% | $5,630-47.9% | $4,274-31.3% |
| Admin fee / account holder | $1,552 | $6,724-76.9% | $16,006-90.3% | $7,775-80.0% |