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 | $29,675 | $181,062-83.6% | $158,223-81.2% | $155,188-80.9% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 15.62% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,564 | $4,565-65.7% | $4,109-61.9% | $4,248-63.2% |
| Participant deferral / active EE | $3,651 | $6,134-40.5% | $5,467-33.2% | $6,531-44.1% |
| Admin fee / account holder | $451 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |