Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,388 | $117,895-50.5% | $102,460-43.0% | $145,897-60.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.98% | 31.92%-19.9pp | 29.47%-17.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $1,760 | $3,619-51.4% | $3,025-41.8% | $4,663-62.3% |
| Participant deferral / active EE | $5,670 | $5,736-1.2% | $5,056+12.1% | $6,689-15.2% |
| Admin fee / account holder | $1,716 | $13,353-87.1% | $9,460-81.9% | $13,390-87.2% |