Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,363 | $154,228-73.8% | $145,433-72.2% | $137,256-70.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.80% | 74.59%-49.8pp | 66.58%-41.8pp | 220.34%-195.5pp |
| Employer contribution / active EE | $3,325 | $4,804-30.8% | $4,554-27.0% | $4,156-20.0% |
| Participant deferral / active EE | $9,351 | $8,216+13.8% | $7,897+18.4% | $6,407+45.9% |
| Admin fee / account holder | $2,674 | $14,344-81.4% | $13,129-79.6% | $12,270-78.2% |