Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $81,004 | $184,014-56.0% | $161,149-49.7% | $138,895-41.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 18.49% | 21.52%-3.0pp | 21.16%-2.7pp | 145.39%-126.9pp |
| Employer contribution / active EE | $2,215 | $5,055-56.2% | $4,360-49.2% | $4,194-47.2% |
| Participant deferral / active EE | $6,895 | $6,909-0.2% | $6,153+12.1% | $6,396+7.8% |
| Admin fee / account holder | $626 | $18,027-96.5% | $15,194-95.9% | $12,562-95.0% |