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 | $55,156 | $88,707-37.8% | $74,184-25.6% | $273,972-79.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.08% | 11.94%-3.9pp | 17.74%-9.7pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,235 | $3,159-29.2% | $2,370-5.7% | $4,869-54.1% |
| Participant deferral / active EE | $2,531 | $4,212-39.9% | $3,550-28.7% | $5,287-52.1% |
| Admin fee / account holder | $6,153 | $8,717-29.4% | $5,586+10.2% | $10,133-39.3% |