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 | $79,521 | $103,393-23.1% | $87,103-8.7% | $152,909-48.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.44% | 28.10%-5.7pp | 28.19%-5.8pp | 345.46%-323.0pp |
| Employer contribution / active EE | $2,893 | $3,221-10.2% | $2,521+14.7% | $4,764-39.3% |
| Participant deferral / active EE | $4,997 | $4,778+4.6% | $4,049+23.4% | $5,851-14.6% |
| Admin fee / account holder | $329 | $12,195-97.3% | $7,491-95.6% | $11,601-97.2% |