Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,513 | $113,338-30.7% | $94,993-17.3% | $147,585-46.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 6.17% | 20.80%-14.6pp | 27.14%-21.0pp | 578.58%-572.4pp |
| Employer contribution / active EE | $967 | $3,160-69.4% | $2,603-62.8% | $4,876-80.2% |
| Participant deferral / active EE | $2,372 | $3,777-37.2% | $3,317-28.5% | $5,439-56.4% |
| Admin fee / account holder | $1,950 | $6,063-67.8% | $4,960-60.7% | $10,886-82.1% |