Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $57,531 | $81,504-29.4% | $102,437-43.8% | $80,959-28.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.18% | 25.60%-12.4pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $4,501 | $3,104+45.0% | $3,871+16.3% | $2,757+63.2% |
| Participant deferral / active EE | $8,944 | $3,871+131.1% | $5,060+76.8% | $4,300+108.0% |
| Admin fee / account holder | $2,479 | $6,719-63.1% | $8,388-70.4% | $6,925-64.2% |