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 | $61,701 | $127,790-51.7% | $106,555-42.1% | $167,536-63.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.74% | 33.88%-19.1pp | 26.80%-12.1pp | 478.82%-464.1pp |
| Employer contribution / active EE | $3,922 | $3,428+14.4% | $2,819+39.1% | $4,839-18.9% |
| Participant deferral / active EE | $4,116 | $5,088-19.1% | $4,399-6.4% | $6,342-35.1% |
| Admin fee / account holder | $998 | $11,229-91.1% | $7,408-86.5% | $12,315-91.9% |