Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,631 | $155,555-85.5% | $146,866-84.6% | $155,188-85.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 20.36% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,988 | $4,647-57.2% | $4,425-55.1% | $4,248-53.2% |
| Participant deferral / active EE | $3,871 | $8,044-51.9% | $7,759-50.1% | $6,531-40.7% |
| Admin fee / account holder | $1,856 | $14,755-87.4% | $13,620-86.4% | $14,480-87.2% |