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 | $64,136 | $124,980-48.7% | $108,359-40.8% | $154,746-58.6% |
| Participation rate | 71.4% | 75.2%-3.7pp | 70.1%+1.3pp | 80.7%-9.3pp |
| Annual return | 12.92% | 45.00%-32.1pp | 36.89%-24.0pp | 172.34%-159.4pp |
| Employer contribution / active EE | $1,762 | $2,851-38.2% | $2,399-26.6% | $4,379-59.8% |
| Participant deferral / active EE | $2,929 | $4,743-38.2% | $4,137-29.2% | $6,730-56.5% |
| Admin fee / account holder | $2,470 | $11,502-78.5% | $9,741-74.6% | $14,365-82.8% |