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 | $120,924 | $108,212+11.7% | $77,513+56.0% | $158,966-23.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 6.79% | 31.67%-24.9pp | 54.81%-48.0pp | 302.95%-296.2pp |
| Employer contribution / active EE | $64 | $1,325-95.2% | $987-93.6% | $4,762-98.7% |
| Participant deferral / active EE | $645 | $2,455-73.7% | $1,861-65.4% | $5,983-89.2% |
| Admin fee / account holder | $1,314 | $3,709-64.6% | $2,859-54.0% | $11,250-88.3% |