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 | $47,761 | $154,228-69.0% | $145,433-67.2% | $137,256-65.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.11% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,147 | $4,804-13.7% | $4,554-8.9% | $4,156-0.2% |
| Participant deferral / active EE | $13,706 | $8,216+66.8% | $7,897+73.5% | $6,407+113.9% |
| Admin fee / account holder | $429 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |