Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $86,903 | $117,846-26.3% | $102,434-15.2% | $145,884-40.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 31.90%-21.4pp | 29.46%-19.0pp | 551.85%-541.3pp |
| Employer contribution / active EE | $2,782 | $3,615-23.0% | $3,023-8.0% | $4,662-40.3% |
| Participant deferral / active EE | $9,581 | $5,733+67.1% | $5,055+89.5% | $6,690+43.2% |
| Admin fee / account holder | $1,282 | $13,356-90.4% | $9,462-86.4% | $13,392-90.4% |