Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,778 | $110,212-63.0% | $96,534-57.8% | $139,466-70.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 13.75% | 26.42%-12.7pp | 25.88%-12.1pp | 373.66%-359.9pp |
| Employer contribution / active EE | $3,886 | $3,620+7.4% | $2,965+31.0% | $4,754-18.3% |
| Participant deferral / active EE | $2,840 | $5,547-48.8% | $4,851-41.4% | $6,712-57.7% |
| Admin fee / account holder | $748 | $11,599-93.6% | $8,253-90.9% | $11,409-93.4% |