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 | $88,107 | $110,212-20.1% | $96,534-8.7% | $139,466-36.8% |
| Participation rate | 95.0% | 78.1%+16.9pp | 76.0%+19.0pp | 80.3%+14.7pp |
| Annual return | 13.81% | 26.42%-12.6pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $1,582 | $3,620-56.3% | $2,965-46.7% | $4,754-66.7% |
| Participant deferral / active EE | $3,336 | $5,547-39.9% | $4,851-31.2% | $6,712-50.3% |
| Admin fee / account holder | $1,605 | $11,599-86.2% | $8,253-80.6% | $11,409-85.9% |