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 | $85,319 | $176,794-51.7% | $146,647-41.8% | $167,553-49.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.39% | 24.04%-9.6pp | 22.75%-8.4pp | 478.89%-464.5pp |
| Employer contribution / active EE | $3,145 | $5,161-39.1% | $4,137-24.0% | $4,840-35.0% |
| Participant deferral / active EE | $4,333 | $6,440-32.7% | $5,506-21.3% | $6,343-31.7% |
| Admin fee / account holder | $1,150 | $13,262-91.3% | $10,281-88.8% | $12,316-90.7% |