Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,368 | $100,970-68.9% | $96,576-67.5% | $137,256-77.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 19.85% | 38.16%-18.3pp | 38.47%-18.6pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,059 | $3,809-45.9% | $3,553-42.0% | $4,156-50.4% |
| Participant deferral / active EE | $5,761 | $8,286-30.5% | $7,956-27.6% | $6,407-10.1% |
| Admin fee / account holder | $2,796 | $11,312-75.3% | $11,381-75.4% | $12,270-77.2% |