Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $77,797 | $147,556-47.3% | $129,031-39.7% | $198,609-60.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.23% | 37.41%-29.2pp | 34.67%-26.4pp | 202.70%-194.5pp |
| Employer contribution / active EE | $1,667 | $3,645-54.3% | $3,226-48.3% | $5,055-67.0% |
| Participant deferral / active EE | $3,333 | $5,760-42.1% | $5,217-36.1% | $6,977-52.2% |
| Admin fee / account holder | $978 | $15,467-93.7% | $13,208-92.6% | $19,030-94.9% |