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 | $81,712 | $180,028-54.6% | $138,135-40.8% | $158,982-48.6% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 10.18% | 21.68%-11.5pp | 20.51%-10.3pp | 302.99%-292.8pp |
| Employer contribution / active EE | $1,843 | $7,470-75.3% | $5,587-67.0% | $4,763-61.3% |
| Participant deferral / active EE | $2,833 | $7,717-63.3% | $6,431-56.0% | $5,983-52.7% |
| Admin fee / account holder | $4,258 | $17,912-76.2% | $11,856-64.1% | $11,252-62.2% |