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 | $27,618 | $149,679-81.5% | $117,039-76.4% | $147,586-81.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.61% | 19.31%-1.7pp | 18.95%-1.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $5,913 | $4,937+19.8% | $3,785+56.2% | $4,876+21.3% |
| Participant deferral / active EE | $4,667 | $4,912-5.0% | $3,929+18.8% | $5,439-14.2% |
| Admin fee / account holder | $676 | $7,856-91.4% | $5,974-88.7% | $10,886-93.8% |