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 | $66,945 | $101,795-34.2% | $165,100-59.5% | $80,959-17.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 14.08% | 16.73%-2.6pp | 70.21%-56.1pp | 35.67%-21.6pp |
| Employer contribution / active EE | $6,924 | $2,954+134.4% | $4,348+59.2% | $2,757+151.1% |
| Participant deferral / active EE | $8,965 | $4,476+100.3% | $6,035+48.5% | $4,300+108.5% |
| Admin fee / account holder | $5,477 | $8,221-33.4% | $12,696-56.9% | $6,925-20.9% |