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 | $103,893 | $138,312-24.9% | $122,979-15.5% | $155,188-33.1% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 14.44% | 22.06%-7.6pp | 20.12%-5.7pp | 148.84%-134.4pp |
| Employer contribution / active EE | $2,767 | $3,530-21.6% | $3,062-9.7% | $4,248-34.9% |
| Participant deferral / active EE | $10,375 | $5,592+85.5% | $5,003+107.4% | $6,531+58.9% |
| Admin fee / account holder | $1,381 | $15,089-90.8% | $12,864-89.3% | $14,480-90.5% |