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 | $40,003 | $199,109-79.9% | $173,730-77.0% | $154,746-74.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.90% | 20.02%+0.9pp | 19.96%+0.9pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,793 | $5,311-28.6% | $4,577-17.1% | $4,379-13.4% |
| Participant deferral / active EE | $12,039 | $7,113+69.3% | $6,326+90.3% | $6,730+78.9% |
| Admin fee / account holder | $682 | $20,916-96.7% | $17,523-96.1% | $14,365-95.3% |