Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $41,961 | $211,288-80.1% | $178,540-76.5% | $145,884-71.2% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 11.37% | 30.27%-18.9pp | 27.15%-15.8pp | 551.85%-540.5pp |
| Employer contribution / active EE | $5,641 | $4,574+23.3% | $3,953+42.7% | $4,662+21.0% |
| Participant deferral / active EE | $11,251 | $6,967+61.5% | $6,281+79.1% | $6,690+68.2% |
| Admin fee / account holder | $2,761 | $12,105-77.2% | $10,424-73.5% | $13,392-79.4% |