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 | $72,082 | $91,198-21.0% | $178,503-59.6% | $79,856-9.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.87% | 24.20%-12.3pp | 151.12%-139.2pp | 31.71%-19.8pp |
| Employer contribution / active EE | $1,954 | $3,257-40.0% | $5,011-61.0% | $2,471-20.9% |
| Participant deferral / active EE | $4,810 | $3,237+48.6% | $5,202-7.5% | $3,741+28.6% |
| Admin fee / account holder | $14,805 | $6,748+119.4% | $13,987+5.8% | $5,306+179.0% |