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 | $57,657 | $71,353-19.2% | $92,805-37.9% | $86,983-33.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 18.18% | 44.68%-26.5pp | 31.59%-13.4pp | 25.83%-7.6pp |
| Employer contribution / active EE | $3,171 | $2,468+28.5% | $3,424-7.4% | $2,584+22.7% |
| Participant deferral / active EE | $12,179 | $6,966+74.8% | $8,448+44.2% | $4,194+190.4% |
| Admin fee / account holder | $11,147 | $6,099+82.8% | $10,911+2.2% | $7,856+41.9% |