Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $36,123 | $87,166-58.6% | $76,735-52.9% | $137,256-73.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 19.61% | 26.50%-6.9pp | 29.77%-10.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,689 | $2,904+27.0% | $2,454+50.3% | $4,156-11.2% |
| Participant deferral / active EE | $5,289 | $4,726+11.9% | $4,088+29.4% | $6,407-17.4% |
| Admin fee / account holder | $2,406 | $8,403-71.4% | $7,189-66.5% | $12,270-80.4% |