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 | $80,499 | $110,240-27.0% | $96,544-16.6% | $139,487-42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.13% | 26.41%-10.3pp | 25.88%-9.7pp | 373.84%-357.7pp |
| Employer contribution / active EE | $1,598 | $3,622-55.9% | $2,966-46.1% | $4,755-66.4% |
| Participant deferral / active EE | $2,337 | $5,549-57.9% | $4,851-51.8% | $6,713-65.2% |
| Admin fee / account holder | $3,014 | $11,602-74.0% | $8,254-63.5% | $11,407-73.6% |