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 | $31,053 | $213,785-85.5% | $185,441-83.3% | $155,188-80.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 26.51% | 19.97%+6.5pp | 20.16%+6.3pp | 148.84%-122.3pp |
| Employer contribution / active EE | $3,022 | $5,393-44.0% | $4,672-35.3% | $4,248-28.8% |
| Participant deferral / active EE | $5,313 | $6,864-22.6% | $6,152-13.6% | $6,531-18.7% |
| Admin fee / account holder | $2,087 | $21,134-90.1% | $17,890-88.3% | $14,480-85.6% |