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 | $42,742 | $71,208-40.0% | $93,681-54.4% | $80,911-47.2% |
| Participation rate | 74.7% | 60.4%+14.3pp | 68.7%+6.0pp | 67.6%+7.0pp |
| Annual return | 19.94% | 11.27%+8.7pp | 133.47%-113.5pp | 35.63%-15.7pp |
| Employer contribution / active EE | $1,685 | $1,564+7.7% | $2,422-30.4% | $2,756-38.8% |
| Participant deferral / active EE | $2,483 | $4,035-38.5% | $4,415-43.8% | $4,297-42.2% |
| Admin fee / account holder | $6,070 | $6,951-12.7% | $8,290-26.8% | $6,935-12.5% |