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 | $87,202 | $162,821-46.4% | $133,978-34.9% | $158,982-45.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.32% | 41.95%-26.6pp | 45.10%-29.8pp | 302.99%-287.7pp |
| Employer contribution / active EE | $1,191 | $4,976-76.1% | $3,919-69.6% | $4,763-75.0% |
| Participant deferral / active EE | $1,922 | $5,910-67.5% | $5,047-61.9% | $5,983-67.9% |
| Admin fee / account holder | $495 | $11,742-95.8% | $8,930-94.5% | $11,252-95.6% |