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 | $25,990 | $106,588-75.6% | $94,215-72.4% | $155,188-83.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 15.22% | 29.39%-14.2pp | 28.22%-13.0pp | 148.84%-133.6pp |
| Employer contribution / active EE | $2,624 | $3,080-14.8% | $2,675-1.9% | $4,248-38.2% |
| Participant deferral / active EE | $6,331 | $4,802+31.8% | $4,276+48.1% | $6,531-3.1% |
| Admin fee / account holder | $838 | $12,281-93.2% | $10,216-91.8% | $14,480-94.2% |