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 | $66,057 | $84,236-21.6% | $170,435-61.2% | $70,126-5.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.79% | 23.06%-3.3pp | 205.94%-186.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $2,164 | $3,387-36.1% | $5,432-60.2% | $2,343-7.6% |
| Participant deferral / active EE | $5,622 | $3,086+82.2% | $4,939+13.8% | $3,332+68.7% |
| Admin fee / account holder | $415 | $5,698-92.7% | $13,881-97.0% | $4,645-91.1% |