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 | $112,158 | $162,785-31.1% | $133,959-16.3% | $158,950-29.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 15.09% | 41.94%-26.9pp | 45.09%-30.0pp | 302.91%-287.8pp |
| Employer contribution / active EE | $2,872 | $4,975-42.3% | $3,919-26.7% | $4,762-39.7% |
| Participant deferral / active EE | $4,547 | $5,910-23.1% | $5,047-9.9% | $5,983-24.0% |
| Admin fee / account holder | $2,055 | $11,738-82.5% | $8,928-77.0% | $11,248-81.7% |