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 | $110,685 | $127,790-13.4% | $106,555+3.9% | $167,536-33.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 27.44% | 33.88%-6.4pp | 26.80%+0.6pp | 478.82%-451.4pp |
| Employer contribution / active EE | $1,959 | $3,428-42.8% | $2,819-30.5% | $4,839-59.5% |
| Participant deferral / active EE | $3,560 | $5,088-30.0% | $4,399-19.1% | $6,342-43.9% |
| Admin fee / account holder | $6,048 | $11,229-46.1% | $7,408-18.4% | $12,315-50.9% |