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 | $37,521 | $162,136-76.9% | $152,301-75.4% | $154,746-75.8% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 14.05% | 91.02%-77.0pp | 80.50%-66.5pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,522 | $4,890-68.9% | $4,624-67.1% | $4,379-65.3% |
| Participant deferral / active EE | $5,154 | $8,341-38.2% | $8,004-35.6% | $6,730-23.4% |
| Admin fee / account holder | $324 | $15,759-97.9% | $14,398-97.8% | $14,365-97.7% |