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 | $35,155 | $85,060-58.7% | $70,548-50.2% | $139,456-74.8% |
| Participation rate | 82.4% | 73.9%+8.4pp | 68.3%+14.0pp | 80.3%+2.0pp |
| Annual return | 33.80% | 30.38%+3.4pp | 32.78%+1.0pp | 373.45%-339.6pp |
| Employer contribution / active EE | $2,503 | $3,911-36.0% | $2,975-15.9% | $4,753-47.3% |
| Participant deferral / active EE | $10,953 | $5,890+86.0% | $4,567+139.8% | $6,711+63.2% |
| Admin fee / account holder | $342 | $8,925-96.2% | $6,424-94.7% | $11,407-97.0% |