Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $40,127 | $225,673-82.2% | $203,872-80.3% | $155,188-74.1% |
| Participation rate | 80.0% | 80.3%-0.3pp | 77.8%+2.2pp | 80.8%-0.8pp |
| Annual return | 16.43% | 95.91%-79.5pp | 85.11%-68.7pp | 148.84%-132.4pp |
| Employer contribution / active EE | $1,053 | $4,099-74.3% | $3,757-72.0% | $4,248-75.2% |
| Participant deferral / active EE | $2,105 | $6,893-69.5% | $6,388-67.0% | $6,531-67.8% |
| Admin fee / account holder | $559 | $12,327-95.5% | $11,730-95.2% | $14,480-96.1% |