Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,636 | $162,136-74.9% | $152,301-73.3% | $154,746-73.7% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.73% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,520 | $4,890-68.9% | $4,624-67.1% | $4,379-65.3% |
| Participant deferral / active EE | $4,690 | $8,341-43.8% | $8,004-41.4% | $6,730-30.3% |
| Admin fee / account holder | $5,310 | $15,759-66.3% | $14,398-63.1% | $14,365-63.0% |