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 | $61,117 | $100,970-39.5% | $96,576-36.7% | $137,256-55.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.58% | 38.16%-23.6pp | 38.47%-23.9pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,547 | $3,809-33.1% | $3,553-28.3% | $4,156-38.7% |
| Participant deferral / active EE | $3,167 | $8,286-61.8% | $7,956-60.2% | $6,407-50.6% |
| Admin fee / account holder | $20,728 | $11,312+83.2% | $11,381+82.1% | $12,270+68.9% |