Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,754 | $174,379-81.8% | $152,093-79.1% | $138,895-77.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.07% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,788 | $4,652-61.6% | $4,175-57.2% | $4,194-57.4% |
| Participant deferral / active EE | $7,155 | $6,159+16.2% | $5,451+31.2% | $6,396+11.9% |
| Admin fee / account holder | $5,601 | $16,880-66.8% | $14,497-61.4% | $12,562-55.4% |