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 | $54,025 | $81,262-33.5% | $155,602-65.3% | $80,911-33.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 18.42% | 33.34%-14.9pp | 64.81%-46.4pp | 35.63%-17.2pp |
| Employer contribution / active EE | $4,700 | $3,102+51.5% | $4,675+0.5% | $2,756+70.5% |
| Participant deferral / active EE | $5,069 | $3,451+46.9% | $5,629-9.9% | $4,297+18.0% |
| Admin fee / account holder | $613 | $7,992-92.3% | $15,923-96.1% | $6,935-91.2% |