Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,696 | $174,379-73.2% | $152,093-69.3% | $138,895-66.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.47% | 74.86%-53.4pp | 66.36%-44.9pp | 145.39%-123.9pp |
| Employer contribution / active EE | $4,858 | $4,652+4.4% | $4,175+16.4% | $4,194+15.8% |
| Participant deferral / active EE | $11,331 | $6,159+84.0% | $5,451+107.9% | $6,396+77.2% |
| Admin fee / account holder | $2,422 | $16,880-85.7% | $14,497-83.3% | $12,562-80.7% |