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 | $81,995 | $99,345-17.5% | $84,753-3.3% | $273,972-70.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.90% | 22.93%-13.0pp | 22.78%-12.9pp | 41.46%-31.6pp |
| Employer contribution / active EE | $2,133 | $4,214-49.4% | $3,574-40.3% | $4,869-56.2% |
| Participant deferral / active EE | $2,667 | $4,270-37.5% | $3,712-28.2% | $5,287-49.6% |
| Admin fee / account holder | $15,420 | $6,645+132.0% | $5,333+189.1% | $10,133+52.2% |