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 | $45,089 | $147,556-69.4% | $129,031-65.1% | $198,609-77.3% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 16.99% | 37.41%-20.4pp | 34.67%-17.7pp | 202.70%-185.7pp |
| Employer contribution / active EE | $2,047 | $3,645-43.8% | $3,226-36.5% | $5,055-59.5% |
| Participant deferral / active EE | $6,245 | $5,760+8.4% | $5,217+19.7% | $6,977-10.5% |
| Admin fee / account holder | $688 | $15,467-95.6% | $13,208-94.8% | $19,030-96.4% |