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 | $95,264 | $162,821-41.5% | $133,978-28.9% | $158,982-40.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.26% | 41.95%-23.7pp | 45.10%-26.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,531 | $4,976-49.1% | $3,919-35.4% | $4,763-46.9% |
| Participant deferral / active EE | $3,920 | $5,910-33.7% | $5,047-22.3% | $5,983-34.5% |
| Admin fee / account holder | $1,867 | $11,742-84.1% | $8,930-79.1% | $11,252-83.4% |