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 | $75,388 | $111,814-32.6% | $103,378-27.1% | $145,978-48.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 12.23% | 24.80%-12.6pp | 24.91%-12.7pp | 550.52%-538.3pp |
| Employer contribution / active EE | $931 | $4,215-77.9% | $3,870-75.9% | $4,662-80.0% |
| Participant deferral / active EE | $2,744 | $5,618-51.2% | $5,058-45.7% | $6,690-59.0% |
| Admin fee / account holder | $7,557 | $9,764-22.6% | $8,401-10.0% | $13,400-43.6% |