Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,536 | $110,248-60.5% | $95,728-54.5% | $139,456-68.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.18% | 27.16%-9.0pp | 28.40%-10.2pp | 373.45%-355.3pp |
| Employer contribution / active EE | $5,261 | $3,258+61.5% | $2,835+85.6% | $4,753+10.7% |
| Participant deferral / active EE | $3,481 | $4,675-25.5% | $4,245-18.0% | $6,711-48.1% |
| Admin fee / account holder | $1,638 | $6,607-75.2% | $5,673-71.1% | $11,407-85.6% |