Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $69,162 | $88,996-22.3% | $78,004-11.3% | $138,895-50.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 14.57% | 28.03%-13.5pp | 31.07%-16.5pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,685 | $2,917+26.3% | $2,469+49.3% | $4,194-12.1% |
| Participant deferral / active EE | $6,110 | $4,724+29.3% | $4,092+49.3% | $6,396-4.5% |
| Admin fee / account holder | $17,463 | $8,807+98.3% | $7,578+130.4% | $12,562+39.0% |