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 | $31,461 | $228,352-86.2% | $185,827-83.1% | $158,950-80.2% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 24.68% | 40.81%-16.1pp | 35.96%-11.3pp | 302.91%-278.2pp |
| Employer contribution / active EE | $4,067 | $4,967-18.1% | $4,087-0.5% | $4,762-14.6% |
| Participant deferral / active EE | $6,216 | $6,416-3.1% | $5,633+10.3% | $5,983+3.9% |
| Admin fee / account holder | $1,854 | $11,867-84.4% | $9,502-80.5% | $11,248-83.5% |