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 | $65,373 | $147,594-55.7% | $121,871-46.4% | $198,609-67.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.2%+26.8pp | 82.4%+17.6pp |
| Annual return | 15.61% | 12.94%+2.7pp | 13.57%+2.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $2,775 | $3,007-7.7% | $2,731+1.6% | $5,055-45.1% |
| Participant deferral / active EE | $3,340 | $5,168-35.4% | $4,318-22.6% | $6,977-52.1% |
| Admin fee / account holder | $645 | $15,134-95.7% | $11,551-94.4% | $19,030-96.6% |