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 | $43,733 | $104,694-58.2% | $85,709-49.0% | $167,536-73.9% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.9%+20.1pp | 82.1%+7.9pp |
| Annual return | 9.88% | 21.45%-11.6pp | 21.49%-11.6pp | 478.82%-468.9pp |
| Employer contribution / active EE | $1,854 | $3,337-44.4% | $2,619-29.2% | $4,839-61.7% |
| Participant deferral / active EE | $3,791 | $4,826-21.4% | $3,924-3.4% | $6,342-40.2% |
| Admin fee / account holder | $3,260 | $10,035-67.5% | $6,876-52.6% | $12,315-73.5% |