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 | $63,914 | $64,920-1.5% | $103,693-38.4% | $86,983-26.5% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 14.94% | 30.29%-15.3pp | 47.61%-32.7pp | 25.83%-10.9pp |
| Employer contribution / active EE | $5,143 | $2,141+140.2% | $2,920+76.1% | $2,584+99.0% |
| Participant deferral / active EE | $4,092 | $3,241+26.2% | $4,579-10.6% | $4,194-2.4% |
| Admin fee / account holder | $418 | $6,191-93.2% | $7,858-94.7% | $7,856-94.7% |