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 | $32,751 | $162,967-79.9% | $135,792-75.9% | $138,895-76.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 13.44% | 30.08%-16.6pp | 25.96%-12.5pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,630 | $4,211-61.3% | $3,496-53.4% | $4,194-61.1% |
| Participant deferral / active EE | $1,397 | $5,640-75.2% | $4,759-70.6% | $6,396-78.2% |
| Admin fee / account holder | $4,520 | $15,306-70.5% | $12,266-63.2% | $12,562-64.0% |