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 | $18,065 | $162,136-88.9% | $152,301-88.1% | $154,746-88.3% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 19.04% | 91.02%-72.0pp | 80.50%-61.5pp | 172.34%-153.3pp |
| Employer contribution / active EE | $2,125 | $4,890-56.6% | $4,624-54.1% | $4,379-51.5% |
| Participant deferral / active EE | $4,402 | $8,341-47.2% | $8,004-45.0% | $6,730-34.6% |
| Admin fee / account holder | $1,025 | $15,759-93.5% | $14,398-92.9% | $14,365-92.9% |