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 | $40,239 | $73,848-45.5% | $143,799-72.0% | $68,486-41.2% |
| Participation rate | 76.9% | 66.7%+10.3pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | 16.11% | 0.91%+15.2pp | -0.04%+16.2pp | -7.85%+24.0pp |
| Employer contribution / active EE | $5,267 | $3,184+65.4% | $4,952+6.4% | $2,597+102.8% |
| Participant deferral / active EE | $4,075 | $3,385+20.4% | $5,638-27.7% | $4,028+1.2% |
| Admin fee / account holder | $2,225 | $5,755-61.3% | $14,677-84.8% | $5,404-58.8% |