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 | $40,765 | $117,433-65.3% | $99,475-59.0% | $152,897-73.3% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.5%-9.7pp |
| Annual return | 20.03% | 31.87%-11.8pp | 30.72%-10.7pp | 345.43%-325.4pp |
| Employer contribution / active EE | $557 | $3,013-81.5% | $2,540-78.1% | $4,764-88.3% |
| Participant deferral / active EE | $4,734 | $4,086+15.9% | $3,619+30.8% | $5,851-19.1% |
| Admin fee / account holder | $421 | $7,634-94.5% | $6,252-93.3% | $11,599-96.4% |