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 | $63,207 | $100,970-37.4% | $96,576-34.6% | $137,256-53.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.75% | 38.16%-21.4pp | 38.47%-21.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,338 | $3,809+118.9% | $3,553+134.7% | $4,156+100.6% |
| Participant deferral / active EE | $5,276 | $8,286-36.3% | $7,956-33.7% | $6,407-17.6% |
| Admin fee / account holder | $7,337 | $11,312-35.1% | $11,381-35.5% | $12,270-40.2% |