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 | $58,214 | $105,284-44.7% | $150,734-61.4% | $94,015-38.1% |
| Participation rate | 88.1% | 71.7%+16.4pp | 78.4%+9.7pp | 70.8%+17.3pp |
| Annual return | 17.87% | 15.67%+2.2pp | 600.81%-582.9pp | 17.84%0pp |
| Employer contribution / active EE | $2,171 | $3,599-39.7% | $4,918-55.9% | $2,790-22.2% |
| Participant deferral / active EE | $5,466 | $4,274+27.9% | $5,610-2.6% | $4,249+28.6% |
| Admin fee / account holder | $1,877 | $9,839-80.9% | $14,905-87.4% | $8,951-79.0% |