Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $37,363 | $155,555-76.0% | $146,866-74.6% | $155,188-75.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 22.37% | 115.41%-93.0pp | 102.85%-80.5pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,998 | $4,647-57.0% | $4,425-54.8% | $4,248-53.0% |
| Participant deferral / active EE | $11,269 | $8,044+40.1% | $7,759+45.2% | $6,531+72.5% |
| Admin fee / account holder | $674 | $14,755-95.4% | $13,620-95.0% | $14,480-95.3% |