Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,653 | $155,555-88.0% | $146,866-87.3% | $155,188-88.0% |
| Participation rate | 73.9% | 84.0%-10.0pp | 82.5%-8.6pp | 80.8%-6.9pp |
| Annual return | 18.62% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,271 | $4,647-72.7% | $4,425-71.3% | $4,248-70.1% |
| Participant deferral / active EE | $3,265 | $8,044-59.4% | $7,759-57.9% | $6,531-50.0% |
| Admin fee / account holder | $574 | $14,755-96.1% | $13,620-95.8% | $14,480-96.0% |