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 | $56,064 | $108,825-48.5% | $156,181-64.1% | $82,448-32.0% |
| Participation rate | 98.6% | 72.4%+26.3pp | 78.8%+19.8pp | 68.1%+30.6pp |
| Annual return | 20.87% | 20.59%+0.3pp | 64.87%-44.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $6,849 | $2,870+138.7% | $4,294+59.5% | $2,551+168.5% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,050 | $9,341-88.8% | $14,586-92.8% | $7,234-85.5% |