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 | $77,115 | $154,228-50.0% | $145,433-47.0% | $137,256-43.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.61% | 74.59%-59.0pp | 66.58%-51.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,320 | $4,804-72.5% | $4,554-71.0% | $4,156-68.2% |
| Participant deferral / active EE | $2,941 | $8,216-64.2% | $7,897-62.8% | $6,407-54.1% |
| Admin fee / account holder | $1,051 | $14,344-92.7% | $13,129-92.0% | $12,270-91.4% |