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 | $30,441 | $154,228-80.3% | $145,433-79.1% | $137,256-77.8% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 26.35% | 74.59%-48.2pp | 66.58%-40.2pp | 220.34%-194.0pp |
| Employer contribution / active EE | $7,111 | $4,804+48.0% | $4,554+56.1% | $4,156+71.1% |
| Participant deferral / active EE | $13,343 | $8,216+62.4% | $7,897+69.0% | $6,407+108.3% |
| Admin fee / account holder | $6,905 | $14,344-51.9% | $13,129-47.4% | $12,270-43.7% |