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 | $103,787 | $115,903-10.5% | $100,528+3.2% | $158,966-34.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.22% | 34.80%-19.6pp | 30.90%-15.7pp | 302.95%-287.7pp |
| Employer contribution / active EE | $1,566 | $4,105-61.9% | $3,419-54.2% | $4,762-67.1% |
| Participant deferral / active EE | $6,342 | $6,677-5.0% | $6,271+1.1% | $5,983+6.0% |
| Admin fee / account holder | $23,047 | $11,000+109.5% | $8,084+185.1% | $11,250+104.9% |