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 | $70,091 | $72,177-2.9% | $115,038-39.1% | $59,633+17.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.14% | 12.02%-10.9pp | 26.14%-25.0pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $2,885 | $2,841+1.5% | $4,608-37.4% | $2,203+31.0% |
| Participant deferral / active EE | $3,882 | $4,783-18.8% | $6,026-35.6% | $3,192+21.6% |
| Admin fee / account holder | $1,350 | $4,927-72.6% | $8,175-83.5% | $4,297-68.6% |