Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $50,024 | $54,541-8.3% | $78,778-36.5% | $70,126-28.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 14.63% | 21.07%-6.4pp | 35.62%-21.0pp | 73.15%-58.5pp |
| Employer contribution / active EE | $2,795 | $1,089+156.8% | $1,986+40.8% | $2,343+19.3% |
| Participant deferral / active EE | $2,862 | $2,210+29.5% | $2,958-3.3% | $3,332-14.1% |
| Admin fee / account holder | $1,499 | $3,709-59.6% | $5,134-70.8% | $4,645-67.7% |