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 | $34,792 | $70,532-50.7% | $68,948-49.5% | $137,256-74.7% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 18.61% | 32.56%-13.9pp | 28.39%-9.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,253 | $4,355-25.3% | $4,165-21.9% | $4,156-21.7% |
| Participant deferral / active EE | $4,738 | $6,773-30.0% | $6,186-23.4% | $6,407-26.0% |
| Admin fee / account holder | $2,062 | $7,916-74.0% | $7,539-72.7% | $12,270-83.2% |