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 | $42,983 | $40,264+6.8% | $57,349-25.0% | $59,633-27.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.94% | 27.51%-25.6pp | 24.40%-22.5pp | 2041.40%-2039.5pp |
| Employer contribution / active EE | $1,467 | $1,922-23.7% | $2,689-45.5% | $2,203-33.4% |
| Participant deferral / active EE | $977 | $2,400-59.3% | $3,162-69.1% | $3,192-69.4% |
| Admin fee / account holder | $1,175 | $2,819-58.3% | $3,356-65.0% | $4,297-72.7% |