Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,717 | $49,255-51.8% | $70,494-66.4% | $79,856-70.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 24.29% | 30.10%-5.8pp | 109.16%-84.9pp | 31.71%-7.4pp |
| Employer contribution / active EE | $1,666 | $2,100-20.7% | $2,738-39.2% | $2,471-32.6% |
| Participant deferral / active EE | $3,260 | $2,768+17.8% | $3,711-12.1% | $3,741-12.8% |
| Admin fee / account holder | $2,146 | $2,879-25.5% | $3,848-44.2% | $5,306-59.6% |