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 | $35,951 | $124,425-71.1% | $112,040-67.9% | $137,256-73.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.27% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,954 | $3,411-13.4% | $2,9540% | $4,156-28.9% |
| Participant deferral / active EE | $2,476 | $5,718-56.7% | $5,098-51.4% | $6,407-61.4% |
| Admin fee / account holder | $334 | $15,207-97.8% | $12,098-97.2% | $12,270-97.3% |