Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,824 | $174,379-81.2% | $152,093-78.4% | $138,895-76.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.52% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,103 | $4,652-54.8% | $4,175-49.6% | $4,194-49.9% |
| Participant deferral / active EE | $5,400 | $6,159-12.3% | $5,451-0.9% | $6,396-15.6% |
| Admin fee / account holder | $1,506 | $16,880-91.1% | $14,497-89.6% | $12,562-88.0% |