Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,029 | $81,331-36.0% | $155,534-66.5% | $80,935-35.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.98% | 33.37%-20.4pp | 64.92%-51.9pp | 35.66%-22.7pp |
| Employer contribution / active EE | $1,454 | $3,105-53.2% | $4,675-68.9% | $2,757-47.3% |
| Participant deferral / active EE | $3,267 | $3,454-5.4% | $5,630-42.0% | $4,299-24.0% |
| Admin fee / account holder | $1,763 | $7,999-78.0% | $15,900-88.9% | $6,924-74.5% |