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 | $81,982 | $75,541+8.5% | $152,093-46.1% | $82,637-0.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 16.13% | 32.56%-16.4pp | 66.36%-50.2pp | 53.51%-37.4pp |
| Employer contribution / active EE | $2,417 | $2,622-7.8% | $4,175-42.1% | $2,552-5.3% |
| Participant deferral / active EE | $6,197 | $3,206+93.3% | $5,451+13.7% | $4,126+50.2% |
| Admin fee / account holder | $1,159 | $6,405-81.9% | $14,497-92.0% | $7,339-84.2% |