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 | $57,420 | $127,387-54.9% | $115,038-50.1% | $125,389-54.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.08% | 31.28%-29.2pp | 26.14%-24.1pp | 282.24%-280.2pp |
| Employer contribution / active EE | $1,027 | $5,166-80.1% | $4,608-77.7% | $4,866-78.9% |
| Participant deferral / active EE | $4,928 | $6,423-23.3% | $6,026-18.2% | $5,352-7.9% |
| Admin fee / account holder | $449 | $9,516-95.3% | $8,175-94.5% | $9,541-95.3% |