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 | $112,846 | $124,346-9.2% | $111,306+1.4% | $167,553-32.7% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.3%+6.9pp | 82.1%+2.1pp |
| Annual return | 17.16% | 37.46%-20.3pp | 54.67%-37.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $2,639 | $3,438-23.2% | $2,732-3.4% | $4,840-45.5% |
| Participant deferral / active EE | $5,145 | $5,182-0.7% | $4,488+14.7% | $6,343-18.9% |
| Admin fee / account holder | $1,090 | $10,623-89.7% | $7,966-86.3% | $12,316-91.2% |