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 | $35,878 | $71,197-49.6% | $93,669-61.7% | $80,925-55.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 19.43% | 11.27%+8.2pp | 133.59%-114.2pp | 35.65%-16.2pp |
| Employer contribution / active EE | $3,089 | $1,565+97.4% | $2,424+27.5% | $2,756+12.1% |
| Participant deferral / active EE | $8,068 | $4,036+99.9% | $4,416+82.7% | $4,299+87.7% |
| Admin fee / account holder | $2,654 | $6,959-61.9% | $8,291-68.0% | $6,940-61.8% |