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 | $46,175 | $106,524-56.7% | $152,301-69.7% | $87,485-47.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.13% | 26.89%-6.8pp | 80.50%-60.4pp | 26.06%-5.9pp |
| Employer contribution / active EE | $3,259 | $3,371-3.3% | $4,624-29.5% | $2,596+25.5% |
| Participant deferral / active EE | $9,017 | $6,525+38.2% | $8,004+12.7% | $4,274+111.0% |
| Admin fee / account holder | $549 | $8,287-93.4% | $14,398-96.2% | $7,775-92.9% |