Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,764 | $112,729-71.8% | $98,716-67.8% | $137,256-76.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.24% | 38.48%-20.2pp | 31.81%-13.6pp | 220.34%-202.1pp |
| Employer contribution / active EE | $3,260 | $2,725+19.6% | $2,279+43.1% | $4,156-21.6% |
| Participant deferral / active EE | $3,625 | $4,640-21.9% | $4,048-10.4% | $6,407-43.4% |
| Admin fee / account holder | $1,562 | $10,129-84.6% | $8,703-82.1% | $12,270-87.3% |