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 | $40,229 | $117,895-65.9% | $102,460-60.7% | $145,897-72.4% |
| Participation rate | 85.0% | 78.6%+6.4pp | 76.5%+8.5pp | 80.3%+4.7pp |
| Annual return | 8.92% | 31.92%-23.0pp | 29.47%-20.5pp | 552.29%-543.4pp |
| Employer contribution / active EE | $5,321 | $3,619+47.0% | $3,025+75.9% | $4,663+14.1% |
| Participant deferral / active EE | $2,407 | $5,736-58.0% | $5,056-52.4% | $6,689-64.0% |
| Admin fee / account holder | $437 | $13,353-96.7% | $9,460-95.4% | $13,390-96.7% |