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 | $96,632 | $127,296-24.1% | $109,907-12.1% | $167,536-42.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 16.09% | 22.97%-6.9pp | 29.46%-13.4pp | 478.82%-462.7pp |
| Employer contribution / active EE | $1,777 | $3,325-46.5% | $2,844-37.5% | $4,839-63.3% |
| Participant deferral / active EE | $4,088 | $4,513-9.4% | $4,047+1.0% | $6,342-35.5% |
| Admin fee / account holder | $726 | $7,119-89.8% | $6,069-88.0% | $12,315-94.1% |