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 | $60,544 | $62,177-2.6% | $81,370-25.6% | $74,478-18.7% |
| Participation rate | 75.5% | 64.1%+11.4pp | 69.5%+5.9pp | 67.2%+8.3pp |
| Annual return | 13.55% | 16.62%-3.1pp | 24.85%-11.3pp | 1370.56%-1357.0pp |
| Employer contribution / active EE | $918 | $1,881-51.2% | $2,464-62.7% | $2,626-65.0% |
| Participant deferral / active EE | $7,449 | $3,219+131.4% | $3,885+91.7% | $4,350+71.2% |
| Admin fee / account holder | $6,654 | $1,927+245.3% | $5,749+15.7% | $1,946+242.0% |