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 | $38,367 | $68,880-44.3% | $120,580-68.2% | $80,959-52.6% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.0%+28.0pp | 67.7%+32.3pp |
| Annual return | 15.38% | 23.68%-8.3pp | 107.48%-92.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $2,755 | $2,066+33.3% | $3,469-20.6% | $2,757-0.1% |
| Participant deferral / active EE | $6,207 | $3,191+94.5% | $4,995+24.2% | $4,300+44.3% |
| Admin fee / account holder | $5,201 | $5,785-10.1% | $9,418-44.8% | $6,925-24.9% |