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 | $83,663 | $103,949-19.5% | $69,182+20.9% | $273,972-69.5% |
| Participation rate | 88.9% | 67.4%+21.5pp | 55.1%+33.8pp | 83.0%+5.9pp |
| Annual return | 0.00% | 35.28%-35.3pp | -21.93%+21.9pp | 41.46%-41.5pp |
| Employer contribution / active EE | $1,936 | $1,783+8.6% | $1,206+60.5% | $4,869-60.2% |
| Participant deferral / active EE | $3,603 | $2,716+32.6% | $1,897+90.0% | $5,287-31.8% |
| Admin fee / account holder | $344 | $3,671-90.6% | $2,697-87.3% | $10,133-96.6% |