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 | $25,111 | $70,486-64.4% | $100,528-75.0% | $79,852-68.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 26.25% | 21.90%+4.3pp | 30.90%-4.7pp | 31.72%-5.5pp |
| Employer contribution / active EE | $1,876 | $2,165-13.3% | $3,419-45.1% | $2,471-24.1% |
| Participant deferral / active EE | $7,436 | $5,182+43.5% | $6,271+18.6% | $3,740+98.8% |
| Admin fee / account holder | $1,402 | $4,480-68.7% | $8,084-82.7% | $5,306-73.6% |