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 | $44,513 | $43,338+2.7% | $59,887-25.7% | $64,173-30.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 10.81% | -1.55%+12.4pp | 3.46%+7.4pp | 7.63%+3.2pp |
| Employer contribution / active EE | $5,776 | $2,030+184.6% | $2,722+112.2% | $2,381+142.6% |
| Participant deferral / active EE | $5,535 | $2,547+117.3% | $3,402+62.7% | $3,470+59.5% |
| Admin fee / account holder | $2,135 | $3,007-29.0% | $3,591-40.5% | $4,887-56.3% |