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 | $93,202 | $113,941-18.2% | $94,229-1.1% | $125,389-25.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 0.53% | 5.29%-4.8pp | 10.68%-10.2pp | 282.24%-281.7pp |
| Employer contribution / active EE | $4,727 | $4,7270% | $3,587+31.8% | $4,866-2.9% |
| Participant deferral / active EE | $4,221 | $5,179-18.5% | $4,320-2.3% | $5,352-21.1% |
| Admin fee / account holder | $1,130 | $8,392-86.5% | $6,269-82.0% | $9,541-88.2% |