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 | $55,648 | $215,361-74.2% | $171,082-67.5% | $273,972-79.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.11% | 25.14%-19.0pp | 32.56%-26.5pp | 41.46%-35.3pp |
| Employer contribution / active EE | $2,478 | $4,967-50.1% | $4,002-38.1% | $4,869-49.1% |
| Participant deferral / active EE | $3,000 | $5,543-45.9% | $4,797-37.5% | $5,287-43.3% |
| Admin fee / account holder | $5,102 | $10,846-53.0% | $8,520-40.1% | $10,133-49.6% |