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 | $47,217 | $83,485-43.4% | $125,195-62.3% | $72,976-35.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 16.41% | 25.77%-9.4pp | 43.79%-27.4pp | 81.02%-64.6pp |
| Employer contribution / active EE | $2,171 | $2,346-7.5% | $3,866-43.8% | $2,440-11.0% |
| Participant deferral / active EE | $3,491 | $3,586-2.7% | $4,937-29.3% | $3,608-3.2% |
| Admin fee / account holder | $1,676 | $5,518-69.6% | $9,704-82.7% | $5,124-67.3% |