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 | $75,624 | $117,426-35.6% | $99,470-24.0% | $152,885-50.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 22.15% | 31.87%-9.7pp | 30.72%-8.6pp | 345.39%-323.2pp |
| Employer contribution / active EE | $578 | $3,014-80.8% | $2,540-77.3% | $4,763-87.9% |
| Participant deferral / active EE | $5,552 | $4,086+35.9% | $3,619+53.4% | $5,851-5.1% |
| Admin fee / account holder | $946 | $7,634-87.6% | $6,252-84.9% | $11,598-91.8% |