Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $32,218 | $154,228-79.1% | $145,433-77.8% | $137,256-76.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.06% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,022 | $4,804-57.9% | $4,554-55.6% | $4,156-51.4% |
| Participant deferral / active EE | $4,464 | $8,216-45.7% | $7,897-43.5% | $6,407-30.3% |
| Admin fee / account holder | $626 | $14,344-95.6% | $13,129-95.2% | $12,270-94.9% |