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 | $35,663 | $93,598-61.9% | $135,974-73.8% | $75,173-52.6% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.1pp |
| Annual return | 40.15% | 30.89%+9.3pp | 68.30%-28.2pp | 160.72%-120.6pp |
| Employer contribution / active EE | $4,295 | $3,538+21.4% | $4,859-11.6% | $2,671+60.8% |
| Participant deferral / active EE | $12,860 | $6,405+100.8% | $7,760+65.7% | $4,126+211.6% |
| Admin fee / account holder | $4,324 | $6,978-38.0% | $10,767-59.8% | $5,651-23.5% |