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 | $84,036 | $111,878-24.9% | $93,727-10.3% | $145,897-42.4% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 8.06% | 204.28%-196.2pp | 133.83%-125.8pp | 552.29%-544.2pp |
| Employer contribution / active EE | $1,373 | $3,092-55.6% | $2,421-43.3% | $4,663-70.6% |
| Participant deferral / active EE | $2,551 | $4,920-48.2% | $4,417-42.2% | $6,689-61.9% |
| Admin fee / account holder | $10,416 | $10,256+1.6% | $8,292+25.6% | $13,390-22.2% |