Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,536 | $57,073-46.5% | $85,126-64.1% | $80,925-62.3% |
| Participation rate | 83.0% | 56.4%+26.6pp | 67.5%+15.5pp | 67.7%+15.4pp |
| Annual return | 15.51% | 21.69%-6.2pp | 66.63%-51.1pp | 35.65%-20.1pp |
| Employer contribution / active EE | $2,204 | $1,801+22.4% | $2,731-19.3% | $2,756-20.0% |
| Participant deferral / active EE | $4,881 | $3,113+56.8% | $4,523+7.9% | $4,299+13.6% |
| Admin fee / account holder | $1,909 | $4,988-61.7% | $6,160-69.0% | $6,940-72.5% |