Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,851 | $162,136-74.8% | $152,301-73.2% | $154,746-73.6% |
| Participation rate | 95.0% | 84.1%+10.9pp | 82.4%+12.6pp | 80.7%+14.3pp |
| Annual return | 19.36% | 91.02%-71.7pp | 80.50%-61.1pp | 172.34%-153.0pp |
| Employer contribution / active EE | $4,118 | $4,890-15.8% | $4,624-11.0% | $4,379-6.0% |
| Participant deferral / active EE | $7,249 | $8,341-13.1% | $8,004-9.4% | $6,730+7.7% |
| Admin fee / account holder | $1,520 | $15,759-90.4% | $14,398-89.4% | $14,365-89.4% |