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 | $88,054 | $98,760-10.8% | $149,715-41.2% | $79,858+10.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.19% | 27.43%-13.2pp | 276.66%-262.5pp | 31.72%-17.5pp |
| Employer contribution / active EE | $4,177 | $3,217+29.9% | $4,645-10.1% | $2,471+69.1% |
| Participant deferral / active EE | $3,849 | $5,681-32.2% | $6,842-43.7% | $3,740+2.9% |
| Admin fee / account holder | $1,126 | $6,053-81.4% | $9,310-87.9% | $5,306-78.8% |