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 | $28,442 | $124,425-77.1% | $112,040-74.6% | $137,256-79.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.76% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,377 | $3,411-30.3% | $2,954-19.5% | $4,156-42.8% |
| Participant deferral / active EE | $6,541 | $5,718+14.4% | $5,098+28.3% | $6,407+2.1% |
| Admin fee / account holder | $1,915 | $15,207-87.4% | $12,098-84.2% | $12,270-84.4% |