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 | $39,117 | $172,111-77.3% | $150,298-74.0% | $137,256-71.5% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 27.74% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $1,487 | $4,636-67.9% | $4,154-64.2% | $4,156-64.2% |
| Participant deferral / active EE | $4,686 | $6,166-24.0% | $5,453-14.1% | $6,407-26.9% |
| Admin fee / account holder | $892 | $16,471-94.6% | $14,116-93.7% | $12,270-92.7% |