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 | $66,038 | $81,358-18.8% | $155,556-57.5% | $80,959-18.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.90% | 33.39%-20.5pp | 64.84%-51.9pp | 35.67%-22.8pp |
| Employer contribution / active EE | $5,457 | $3,106+75.7% | $4,675+16.7% | $2,757+97.9% |
| Participant deferral / active EE | $5,789 | $3,455+67.5% | $5,631+2.8% | $4,300+34.6% |
| Admin fee / account holder | $1,294 | $7,994-83.8% | $15,885-91.9% | $6,925-81.3% |