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 | $83,894 | $86,298-2.8% | $111,308-24.6% | $85,847-2.3% |
| Participation rate | 76.7% | 73.3%+3.4pp | 77.3%-0.6pp | 69.3%+7.4pp |
| Annual return | 21.28% | 19.99%+1.3pp | 54.67%-33.4pp | 318.61%-297.3pp |
| Employer contribution / active EE | $1,195 | $2,044-41.5% | $2,732-56.3% | $2,565-53.4% |
| Participant deferral / active EE | $2,867 | $3,641-21.2% | $4,487-36.1% | $3,952-27.4% |
| Admin fee / account holder | $20,640 | $8,189+152.0% | $7,965+159.1% | $6,261+229.7% |