Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,572 | $86,288-32.1% | $111,306-47.4% | $85,851-31.8% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 13.00% | 19.99%-7.0pp | 54.67%-41.7pp | 318.63%-305.6pp |
| Employer contribution / active EE | $1,082 | $2,044-47.0% | $2,732-60.4% | $2,565-57.8% |
| Participant deferral / active EE | $3,573 | $3,641-1.9% | $4,488-20.4% | $3,952-9.6% |
| Admin fee / account holder | $503 | $8,189-93.9% | $7,966-93.7% | $6,261-92.0% |