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 | $79,483 | $176,786-55.0% | $146,643-45.8% | $167,536-52.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.79% | 24.04%-6.2pp | 22.75%-5.0pp | 478.82%-461.0pp |
| Employer contribution / active EE | $2,450 | $5,161-52.5% | $4,137-40.8% | $4,839-49.4% |
| Participant deferral / active EE | $8,671 | $6,440+34.6% | $5,506+57.5% | $6,342+36.7% |
| Admin fee / account holder | $1,796 | $13,262-86.5% | $10,280-82.5% | $12,315-85.4% |