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 | $82,996 | $98,652-15.9% | $142,942-41.9% | $82,448+0.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.8%+23.2pp | 68.1%+31.9pp |
| Annual return | 15.98% | 22.65%-6.7pp | 113.70%-97.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,961 | $3,211-38.9% | $4,139-52.6% | $2,551-23.1% |
| Participant deferral / active EE | $3,497 | $5,580-37.3% | $7,128-50.9% | $4,139-15.5% |
| Admin fee / account holder | $4,269 | $8,078-47.2% | $12,475-65.8% | $7,234-41.0% |