Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $61,801 | $101,795-39.3% | $165,100-62.6% | $80,959-23.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 16.06% | 16.73%-0.7pp | 70.21%-54.2pp | 35.67%-19.6pp |
| Employer contribution / active EE | $3,029 | $2,954+2.5% | $4,348-30.3% | $2,757+9.9% |
| Participant deferral / active EE | $6,830 | $4,476+52.6% | $6,035+13.2% | $4,300+58.8% |
| Admin fee / account holder | $1,171 | $8,221-85.8% | $12,696-90.8% | $6,925-83.1% |