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 | $36,023 | $106,247-66.1% | $96,515-62.7% | $139,466-74.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.04% | 38.47%-19.4pp | 35.73%-16.7pp | 373.66%-354.6pp |
| Employer contribution / active EE | $4,225 | $4,106+2.9% | $3,740+13.0% | $4,754-11.1% |
| Participant deferral / active EE | $5,865 | $5,456+7.5% | $4,880+20.2% | $6,712-12.6% |
| Admin fee / account holder | $342 | $7,885-95.7% | $6,735-94.9% | $11,409-97.0% |