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 | $71,113 | $93,589-24.0% | $135,942-47.7% | $75,181-5.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.13% | 30.90%-12.8pp | 68.28%-50.1pp | 160.69%-142.6pp |
| Employer contribution / active EE | $3,694 | $3,537+4.4% | $4,858-23.9% | $2,671+38.3% |
| Participant deferral / active EE | $7,134 | $6,405+11.4% | $7,759-8.1% | $4,126+72.9% |
| Admin fee / account holder | $1,323 | $6,977-81.0% | $10,764-87.7% | $5,650-76.6% |