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 | $107,369 | $162,781-34.0% | $133,956-19.8% | $158,931-32.4% |
| Participation rate | 91.3% | 83.2%+8.1pp | 79.8%+11.5pp | 82.0%+9.3pp |
| Annual return | 18.48% | 41.94%-23.5pp | 45.09%-26.6pp | 302.86%-284.4pp |
| Employer contribution / active EE | $1,993 | $4,975-59.9% | $3,919-49.1% | $4,761-58.1% |
| Participant deferral / active EE | $4,691 | $5,911-20.6% | $5,048-7.1% | $5,982-21.6% |
| Admin fee / account holder | $1,025 | $11,736-91.3% | $8,927-88.5% | $11,247-90.9% |