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 | $60,907 | $104,251-41.6% | $91,004-33.1% | $147,586-58.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 12.37% | 27.06%-14.7pp | 4.60%+7.8pp | 578.59%-566.2pp |
| Employer contribution / active EE | $1,887 | $3,116-39.4% | $2,456-23.2% | $4,876-61.3% |
| Participant deferral / active EE | $3,270 | $4,195-22.1% | $3,548-7.8% | $5,439-39.9% |
| Admin fee / account holder | $2,734 | $8,948-69.4% | $5,417-49.5% | $10,886-74.9% |