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 | $46,007 | $124,425-63.0% | $112,040-58.9% | $137,256-66.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.07% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,769 | $3,411-18.8% | $2,954-6.3% | $4,156-33.4% |
| Participant deferral / active EE | $4,302 | $5,718-24.8% | $5,098-15.6% | $6,407-32.9% |
| Admin fee / account holder | $618 | $15,207-95.9% | $12,098-94.9% | $12,270-95.0% |