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 | $148,904 | $211,239-29.5% | $178,528-16.6% | $145,877+2.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.72% | 30.22%-21.5pp | 27.11%-18.4pp | 551.28%-542.6pp |
| Employer contribution / active EE | $3,388 | $4,570-25.9% | $3,950-14.2% | $4,663-27.3% |
| Participant deferral / active EE | $5,412 | $6,963-22.3% | $6,278-13.8% | $6,691-19.1% |
| Admin fee / account holder | $2,296 | $12,095-81.0% | $10,419-78.0% | $13,402-82.9% |