Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,704 | $94,439-22.0% | $73,658+0.1% | $154,746-52.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 16.22% | 28.25%-12.0pp | 29.72%-13.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $2,128 | $1,257+69.3% | $1,032+106.1% | $4,379-51.4% |
| Participant deferral / active EE | $6,786 | $2,527+168.5% | $2,062+229.1% | $6,730+0.8% |
| Admin fee / account holder | $9,435 | $3,843+145.5% | $3,357+181.1% | $14,365-34.3% |