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 | $71,178 | $155,555-54.2% | $146,866-51.5% | $155,188-54.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 18.02% | 115.41%-97.4pp | 102.85%-84.8pp | 148.84%-130.8pp |
| Employer contribution / active EE | $1,929 | $4,647-58.5% | $4,425-56.4% | $4,248-54.6% |
| Participant deferral / active EE | $4,179 | $8,044-48.1% | $7,759-46.1% | $6,531-36.0% |
| Admin fee / account holder | $406 | $14,755-97.2% | $13,620-97.0% | $14,480-97.2% |