Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $26,874 | $103,966-74.2% | $112,899-76.2% | $75,173-64.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 18.96% | 24.54%-5.6pp | 34.11%-15.2pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,624 | $3,870-58.0% | $4,566-64.4% | $2,671-39.2% |
| Participant deferral / active EE | $5,140 | $5,456-5.8% | $6,516-21.1% | $4,126+24.6% |
| Admin fee / account holder | $1,990 | $7,663-74.0% | $7,047-71.8% | $5,651-64.8% |