Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $68,610 | $124,351-44.8% | $109,188-37.2% | $167,553-59.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.55% | 26.04%-4.5pp | 25.76%-4.2pp | 478.89%-457.3pp |
| Employer contribution / active EE | $1,605 | $4,210-61.9% | $3,723-56.9% | $4,840-66.8% |
| Participant deferral / active EE | $4,294 | $5,257-18.3% | $4,654-7.7% | $6,343-32.3% |
| Admin fee / account holder | $1,299 | $7,975-83.7% | $6,755-80.8% | $12,316-89.5% |