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 | $90,355 | $93,064-2.9% | $74,577+21.2% | $273,972-67.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.64% | 26.18%-18.5pp | 20.47%-12.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,000 | $3,160-68.3% | $2,525-60.4% | $4,869-79.5% |
| Participant deferral / active EE | $1,071 | $4,160-74.3% | $3,458-69.0% | $5,287-79.7% |
| Admin fee / account holder | $1,816 | $5,273-65.6% | $4,138-56.1% | $10,133-82.1% |