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 | $67,822 | $99,345-31.7% | $84,753-20.0% | $273,972-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.64% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $3,318 | $4,214-21.3% | $3,574-7.2% | $4,869-31.8% |
| Participant deferral / active EE | $6,466 | $4,270+51.4% | $3,712+74.2% | $5,287+22.3% |
| Admin fee / account holder | $23,020 | $6,645+246.4% | $5,333+331.6% | $10,133+127.2% |