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 | $88,774 | $105,623-16.0% | $87,502+1.5% | $273,972-67.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 4.82% | 12.26%-7.4pp | 12.21%-7.4pp | 41.46%-36.6pp |
| Employer contribution / active EE | $18,745 | $3,141+496.9% | $2,550+635.2% | $4,869+285.0% |
| Participant deferral / active EE | $9,043 | $3,601+151.1% | $3,149+187.2% | $5,287+71.0% |
| Admin fee / account holder | $1,328 | $4,781-72.2% | $4,221-68.5% | $10,133-86.9% |