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 | $36,997 | $101,795-63.7% | $165,100-77.6% | $80,959-54.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.78% | 16.73%-2.0pp | 70.21%-55.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,633 | $2,954-44.7% | $4,348-62.4% | $2,757-40.8% |
| Participant deferral / active EE | $4,488 | $4,476+0.3% | $6,035-25.6% | $4,300+4.4% |
| Admin fee / account holder | $1,390 | $8,221-83.1% | $12,696-89.0% | $6,925-79.9% |