Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,469 | $71,230-36.2% | $93,727-51.5% | $80,959-43.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 12.73% | 11.26%+1.5pp | 133.83%-121.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,503 | $1,565-4.0% | $2,421-37.9% | $2,757-45.5% |
| Participant deferral / active EE | $4,015 | $4,037-0.6% | $4,417-9.1% | $4,300-6.6% |
| Admin fee / account holder | $2,493 | $6,961-64.2% | $8,292-69.9% | $6,925-64.0% |