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 | $29,705 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 13.77% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $3,319 | $4,853-31.6% | $4,593-27.7% | $4,194-20.9% |
| Participant deferral / active EE | $6,656 | $8,237-19.2% | $7,906-15.8% | $6,396+4.1% |
| Admin fee / account holder | $803 | $14,976-94.6% | $13,708-94.1% | $12,562-93.6% |