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 | $109,631 | $117,846-7.0% | $102,434+7.0% | $145,884-24.9% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 12.70% | 31.90%-19.2pp | 29.46%-16.8pp | 551.85%-539.1pp |
| Employer contribution / active EE | $1,085 | $3,615-70.0% | $3,023-64.1% | $4,662-76.7% |
| Participant deferral / active EE | $3,672 | $5,733-36.0% | $5,055-27.4% | $6,690-45.1% |
| Admin fee / account holder | $6,953 | $13,356-47.9% | $9,462-26.5% | $13,392-48.1% |