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 | $77,908 | $110,337-29.4% | $102,383-23.9% | $145,877-46.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 24.83%-15.8pp | 24.94%-15.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $12,424 | $4,216+194.7% | $3,870+221.0% | $4,663+166.4% |
| Participant deferral / active EE | $1,857 | $5,621-67.0% | $5,060-63.3% | $6,691-72.2% |
| Admin fee / account holder | $1,442 | $9,750-85.2% | $8,391-82.8% | $13,402-89.2% |