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 | $79,348 | $275,752-71.2% | $256,809-69.1% | $198,609-60.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.02% | 34.81%-15.8pp | 32.73%-13.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,136 | $7,721-72.3% | $7,263-70.6% | $5,055-57.8% |
| Participant deferral / active EE | $9,158 | $10,037-8.8% | $9,520-3.8% | $6,977+31.3% |
| Admin fee / account holder | $1,670 | $25,716-93.5% | $25,146-93.4% | $19,030-91.2% |