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 | $48,759 | $84,414-42.2% | $165,071-70.5% | - |
| Participation rate | 100.0% | 69.4%+30.6pp | 78.6%+21.4pp | - |
| Annual return | 12.37% | 13.94%-1.6pp | 70.17%-57.8pp | - |
| Employer contribution / active EE | $5,887 | $2,400+145.2% | $4,347+35.4% | - |
| Participant deferral / active EE | $4,289 | $4,277+0.3% | $6,035-28.9% | - |
| Admin fee / account holder | $7,116 | $4,429+60.7% | $12,695-43.9% | - |