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 | $53,385 | $60,349-11.5% | $74,184-28.0% | $62,881-15.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.35% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $4,373 | $1,680+160.2% | $2,370+84.5% | $2,281+91.7% |
| Participant deferral / active EE | $4,217 | $2,856+47.6% | $3,550+18.8% | $3,203+31.6% |
| Admin fee / account holder | $556 | $4,261-86.9% | $5,586-90.0% | $4,296-87.0% |