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 | $68,169 | $107,809-36.8% | $97,032-29.7% | $155,188-56.1% |
| Participation rate | 70.0% | 75.5%-5.5pp | 71.6%-1.6pp | 80.8%-10.8pp |
| Annual return | 14.20% | 38.06%-23.9pp | 35.38%-21.2pp | 148.84%-134.6pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $7,680 | $5,129+49.7% | $4,672+64.4% | $6,531+17.6% |
| Admin fee / account holder | $1,960 | $10,717-81.7% | $9,418-79.2% | $14,480-86.5% |