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 | $42,675 | $157,296-72.9% | $141,191-69.8% | $152,897-72.1% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 20.82% | 64.34%-43.5pp | 71.41%-50.6pp | 345.43%-324.6pp |
| Employer contribution / active EE | $4,977 | $5,262-5.4% | $4,736+5.1% | $4,764+4.5% |
| Participant deferral / active EE | $3,017 | $7,111-57.6% | $6,710-55.0% | $5,851-48.4% |
| Admin fee / account holder | $2,088 | $12,125-82.8% | $10,264-79.7% | $11,599-82.0% |