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 | $155,555-73.9% | $146,866-72.3% | $155,188-73.8% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.73% | 115.41%-99.7pp | 102.85%-87.1pp | 148.84%-133.1pp |
| Employer contribution / active EE | $1,520 | $4,647-67.3% | $4,425-65.6% | $4,248-64.2% |
| Participant deferral / active EE | $4,690 | $8,044-41.7% | $7,759-39.6% | $6,531-28.2% |
| Admin fee / account holder | $5,310 | $14,755-64.0% | $13,620-61.0% | $14,480-63.3% |