Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,817 | $81,504-52.4% | $102,437-62.1% | $80,959-52.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.81% | 25.60%-12.8pp | 24.95%-12.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,307 | $3,104-25.7% | $3,871-40.4% | $2,757-16.3% |
| Participant deferral / active EE | $9,085 | $3,871+134.7% | $5,060+79.5% | $4,300+111.3% |
| Admin fee / account holder | $1,773 | $6,719-73.6% | $8,388-78.9% | $6,925-74.4% |