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 | $43,006 | $49,249-12.7% | $70,476-39.0% | $79,852-46.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.51% | 30.09%-17.6pp | 109.12%-96.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $2,404 | $2,100+14.5% | $2,738-12.2% | $2,471-2.7% |
| Participant deferral / active EE | $4,319 | $2,769+56.0% | $3,710+16.4% | $3,740+15.5% |
| Admin fee / account holder | $3,031 | $2,878+5.3% | $3,847-21.2% | $5,306-42.9% |