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 | $18,857 | $110,307-82.9% | $96,576-80.5% | $139,456-86.5% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.6pp |
| Annual return | 20.87% | 26.40%-5.5pp | 25.87%-5.0pp | 373.45%-352.6pp |
| Employer contribution / active EE | $3,485 | $3,619-3.7% | $2,965+17.5% | $4,753-26.7% |
| Participant deferral / active EE | $4,687 | $5,547-15.5% | $4,851-3.4% | $6,711-30.2% |
| Admin fee / account holder | $918 | $11,597-92.1% | $8,253-88.9% | $11,407-92.0% |