Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,500 | $81,457-50.3% | $103,378-60.8% | $80,911-49.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.86% | 25.58%-10.7pp | 24.91%-10.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $16,248 | $3,107+422.9% | $3,870+319.8% | $2,756+489.6% |
| Participant deferral / active EE | $3,877 | $3,871+0.2% | $5,058-23.3% | $4,297-9.8% |
| Admin fee / account holder | $1,926 | $6,717-71.3% | $8,401-77.1% | $6,935-72.2% |