Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,337 | $95,959-86.1% | $97,411-86.3% | $138,895-90.4% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 19.88% | 29.30%-9.4pp | 34.72%-14.8pp | 145.39%-125.5pp |
| Employer contribution / active EE | $2,497 | $4,278-41.6% | $4,210-40.7% | $4,194-40.5% |
| Participant deferral / active EE | $5,010 | $5,876-14.7% | $5,886-14.9% | $6,396-21.7% |
| Admin fee / account holder | $1,963 | $7,555-74.0% | $7,145-72.5% | $12,562-84.4% |