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 | $81,412 | $85,060-4.3% | $70,548+15.4% | $139,456-41.6% |
| Participation rate | 95.7% | 73.9%+21.7pp | 68.3%+27.3pp | 80.3%+15.3pp |
| Annual return | 18.94% | 30.38%-11.4pp | 32.78%-13.8pp | 373.45%-354.5pp |
| Employer contribution / active EE | $1,235 | $3,911-68.4% | $2,975-58.5% | $4,753-74.0% |
| Participant deferral / active EE | $3,153 | $5,890-46.5% | $4,567-31.0% | $6,711-53.0% |
| Admin fee / account holder | $1,560 | $8,925-82.5% | $6,424-75.7% | $11,407-86.3% |