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 | $43,015 | $71,230-39.6% | $93,727-54.1% | $80,959-46.9% |
| Participation rate | 83.2% | 60.4%+22.8pp | 68.7%+14.4pp | 67.7%+15.5pp |
| Annual return | 12.52% | 11.26%+1.3pp | 133.83%-121.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $421 | $1,565-73.1% | $2,421-82.6% | $2,757-84.7% |
| Participant deferral / active EE | $3,510 | $4,037-13.1% | $4,417-20.5% | $4,300-18.4% |
| Admin fee / account holder | $8,947 | $6,961+28.5% | $8,292+7.9% | $6,925+29.2% |