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 | $32,311 | $63,082-48.8% | $81,716-60.5% | $79,852-59.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 18.41% | 22.66%-4.3pp | 29.49%-11.1pp | 31.72%-13.3pp |
| Employer contribution / active EE | $5,918 | $1,795+229.6% | $4,310+37.3% | $2,471+139.5% |
| Participant deferral / active EE | $13,501 | $2,780+385.6% | $7,108+90.0% | $3,740+261.0% |
| Admin fee / account holder | $8,084 | $4,428+82.6% | $5,159+56.7% | $5,306+52.3% |