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 | $79,832 | $105,929-24.6% | $81,926-2.6% | $158,950-49.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 17.00% | 38.19%-21.2pp | 29.49%-12.5pp | 302.91%-285.9pp |
| Employer contribution / active EE | $4,065 | $7,802-47.9% | $4,310-5.7% | $4,762-14.6% |
| Participant deferral / active EE | $12,482 | $13,007-4.0% | $7,108+75.6% | $5,983+108.6% |
| Admin fee / account holder | $13,532 | $8,492+59.3% | $5,159+162.3% | $11,248+20.3% |