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 | $47,365 | $63,355-25.2% | $91,994-48.5% | $72,983-35.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 22.21% | 35.35%-13.1pp | 69.03%-46.8pp | 81.01%-58.8pp |
| Employer contribution / active EE | $3,571 | $2,116+68.8% | $3,452+3.4% | $2,440+46.3% |
| Participant deferral / active EE | $2,211 | $4,883-54.7% | $5,923-62.7% | $3,608-38.7% |
| Admin fee / account holder | $3,910 | $4,668-16.2% | $7,743-49.5% | $5,124-23.7% |