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 | $34,435 | $96,731-64.4% | $123,973-72.2% | $86,983-60.4% |
| Participation rate | 96.1% | 70.0%+26.1pp | 76.7%+19.4pp | 69.5%+26.5pp |
| Annual return | 15.78% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $3,659 | $3,297+11.0% | $4,126-11.3% | $2,584+41.6% |
| Participant deferral / active EE | $6,812 | $4,152+64.1% | $5,247+29.8% | $4,194+62.4% |
| Admin fee / account holder | $3,003 | $8,722-65.6% | $11,799-74.5% | $7,856-61.8% |