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 | $39,195 | $115,225-66.0% | $100,712-61.1% | $138,895-71.8% |
| Participation rate | 73.7% | 74.3%-0.7pp | 69.3%+4.4pp | 79.9%-6.2pp |
| Annual return | 12.45% | 40.35%-27.9pp | 33.27%-20.8pp | 145.39%-132.9pp |
| Employer contribution / active EE | $1,428 | $2,771-48.5% | $2,313-38.2% | $4,194-66.0% |
| Participant deferral / active EE | $1,882 | $4,699-60.0% | $4,085-53.9% | $6,396-70.6% |
| Admin fee / account holder | $1,552 | $10,844-85.7% | $9,256-83.2% | $12,562-87.6% |