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 | $75,731 | $110,410-31.4% | $102,437-26.1% | $145,897-48.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.86% | 24.85%-12.0pp | 24.95%-12.1pp | 552.29%-539.4pp |
| Employer contribution / active EE | $32,983 | $4,217+682.1% | $3,871+752.1% | $4,663+607.4% |
| Participant deferral / active EE | $2,620 | $5,622-53.4% | $5,060-48.2% | $6,689-60.8% |
| Admin fee / account holder | $3,297 | $9,745-66.2% | $8,388-60.7% | $13,390-75.4% |