Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,110 | $154,228-74.0% | $145,433-72.4% | $137,256-70.8% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,848 | $4,804-61.5% | $4,554-59.4% | $4,156-55.5% |
| Participant deferral / active EE | $2,990 | $8,216-63.6% | $7,897-62.1% | $6,407-53.3% |
| Admin fee / account holder | $1,531 | $14,344-89.3% | $13,129-88.3% | $12,270-87.5% |