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 | $33,848 | $101,795-66.7% | $165,100-79.5% | $80,959-58.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 29.47% | 16.73%+12.7pp | 70.21%-40.7pp | 35.67%-6.2pp |
| Employer contribution / active EE | $1,972 | $2,954-33.2% | $4,348-54.7% | $2,757-28.5% |
| Participant deferral / active EE | $10,964 | $4,476+145.0% | $6,035+81.7% | $4,300+155.0% |
| Admin fee / account holder | $774 | $8,221-90.6% | $12,696-93.9% | $6,925-88.8% |