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 | $70,669 | $124,980-43.5% | $108,359-34.8% | $154,746-54.3% |
| Participation rate | 91.7% | 75.2%+16.5pp | 70.1%+21.5pp | 80.7%+11.0pp |
| Annual return | 12.00% | 45.00%-33.0pp | 36.89%-24.9pp | 172.34%-160.3pp |
| Employer contribution / active EE | $1,606 | $2,851-43.6% | $2,399-33.1% | $4,379-63.3% |
| Participant deferral / active EE | $6,250 | $4,743+31.8% | $4,137+51.1% | $6,730-7.1% |
| Admin fee / account holder | $36,144 | $11,502+214.3% | $9,741+271.1% | $14,365+151.6% |