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 | $30,405 | $81,476-62.7% | $102,383-70.3% | $80,925-62.4% |
| Participation rate | 93.5% | 66.8%+26.7pp | 74.5%+19.0pp | 67.7%+25.9pp |
| Annual return | 11.17% | 25.59%-14.4pp | 24.94%-13.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $7,187 | $3,105+131.5% | $3,870+85.7% | $2,756+160.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,236 | $6,717-7.2% | $8,391-25.7% | $6,940-10.1% |