Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $25,948 | $106,524-75.6% | $152,301-83.0% | $87,485-70.3% |
| Participation rate | 93.0% | 75.8%+17.3pp | 82.4%+10.6pp | 68.9%+24.1pp |
| Annual return | 39.09% | 26.89%+12.2pp | 80.50%-41.4pp | 26.06%+13.0pp |
| Employer contribution / active EE | $2,596 | $3,371-23.0% | $4,624-43.9% | $2,5960% |
| Participant deferral / active EE | $4,954 | $6,525-24.1% | $8,004-38.1% | $4,274+15.9% |
| Admin fee / account holder | $889 | $8,287-89.3% | $14,398-93.8% | $7,775-88.6% |