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 | $39,255 | $106,864-63.3% | $147,318-73.4% | $82,637-52.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.63% | 27.49%-8.9pp | 70.43%-51.8pp | 53.51%-34.9pp |
| Employer contribution / active EE | $3,268 | $3,417-4.3% | $4,593-28.8% | $2,552+28.1% |
| Participant deferral / active EE | $6,890 | $6,496+6.1% | $7,906-12.9% | $4,126+67.0% |
| Admin fee / account holder | $840 | $8,415-90.0% | $13,708-93.9% | $7,339-88.5% |