Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $39,218 | $251,004-84.4% | $191,597-79.5% | $138,895-71.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 76.9%+23.1pp | 79.9%+20.1pp |
| Annual return | 16.34% | 31.05%-14.7pp | 27.07%-10.7pp | 145.39%-129.1pp |
| Employer contribution / active EE | $2,906 | $6,226-53.3% | $5,025-42.2% | $4,194-30.7% |
| Participant deferral / active EE | $6,253 | $8,154-23.3% | $6,850-8.7% | $6,396-2.2% |
| Admin fee / account holder | $447 | $31,471-98.6% | $22,799-98.0% | $12,562-96.4% |