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 | $71,841 | $78,423-8.4% | $95,964-25.1% | $79,856-10.0% |
| Participation rate | 79.3% | 73.5%+5.8pp | 77.1%+2.2pp | 69.6%+9.7pp |
| Annual return | 11.84% | 19.37%-7.5pp | 91.64%-79.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $811 | $1,945-58.3% | $2,541-68.1% | $2,471-67.2% |
| Participant deferral / active EE | $1,911 | $3,440-44.5% | $4,167-54.1% | $3,741-48.9% |
| Admin fee / account holder | $3,027 | $5,622-46.2% | $6,797-55.5% | $5,306-43.0% |