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 | $39,198 | $161,352-75.7% | $134,172-70.8% | $137,256-71.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 27.67% | 28.72%-1.0pp | 25.30%+2.4pp | 220.34%-192.7pp |
| Employer contribution / active EE | $11,630 | $4,099+183.7% | $3,420+240.1% | $4,156+179.8% |
| Participant deferral / active EE | $26,000 | $5,552+368.3% | $4,690+454.3% | $6,407+305.8% |
| Admin fee / account holder | $16,020 | $15,028+6.6% | $12,016+33.3% | $12,270+30.6% |