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 | $37,312 | $70,435-47.0% | $96,575-61.4% | $85,856-56.5% |
| Participation rate | 86.7% | 61.8%+24.9pp | 69.8%+16.8pp | 69.3%+17.3pp |
| Annual return | 13.99% | 18.59%-4.6pp | 37.79%-23.8pp | 318.58%-304.6pp |
| Employer contribution / active EE | $2,936 | $1,413+107.8% | $2,357+24.6% | $2,565+14.5% |
| Participant deferral / active EE | $6,276 | $2,894+116.9% | $3,849+63.1% | $3,952+58.8% |
| Admin fee / account holder | $3,861 | $4,997-22.7% | $6,182-37.5% | $6,261-38.3% |