Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $40,968 | $48,314-15.2% | $67,561-39.4% | $80,925-49.4% |
| Participation rate | 75.7% | 66.4%+9.3pp | 72.9%+2.8pp | 67.7%+8.0pp |
| Annual return | 20.72% | 18.28%+2.4pp | 3525.44%-3504.7pp | 35.65%-14.9pp |
| Employer contribution / active EE | $757 | $2,022-62.5% | $2,735-72.3% | $2,756-72.5% |
| Participant deferral / active EE | $4,351 | $2,927+48.7% | $4,003+8.7% | $4,299+1.2% |
| Admin fee / account holder | $5,672 | $3,690+53.7% | $4,006+41.6% | $6,940-18.3% |