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 | $39,224 | $181,896-78.4% | $156,551-74.9% | $273,972-85.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.92% | 30.74%-25.8pp | 32.23%-27.3pp | 41.46%-36.5pp |
| Employer contribution / active EE | $2,142 | $6,248-65.7% | $5,501-61.1% | $4,869-56.0% |
| Participant deferral / active EE | $5,992 | $5,550+8.0% | $4,871+23.0% | $5,287+13.3% |
| Admin fee / account holder | $1,343 | $15,560-91.4% | $13,028-89.7% | $10,133-86.7% |