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 | $92,654 | $211,224-56.1% | $178,505-48.1% | $145,897-36.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.95% | 30.28%-22.3pp | 27.16%-19.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $2,132 | $4,577-53.4% | $3,955-46.1% | $4,663-54.3% |
| Participant deferral / active EE | $8,592 | $6,966+23.3% | $6,280+36.8% | $6,689+28.4% |
| Admin fee / account holder | $2,231 | $12,109-81.6% | $10,428-78.6% | $13,390-83.3% |