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 | $70,664 | $176,838-60.0% | $146,685-51.8% | $167,518-57.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.34% | 24.04%-13.7pp | 22.75%-12.4pp | 478.71%-468.4pp |
| Employer contribution / active EE | $2,907 | $5,161-43.7% | $4,137-29.7% | $4,838-39.9% |
| Participant deferral / active EE | $7,535 | $6,441+17.0% | $5,507+36.8% | $6,342+18.8% |
| Admin fee / account holder | $4,576 | $13,262-65.5% | $10,281-55.5% | $12,312-62.8% |