Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,797 | $125,237-79.4% | $105,608-75.6% | $145,877-82.3% |
| Participation rate | 85.7% | 77.7%+8.1pp | 75.3%+10.4pp | 80.3%+5.4pp |
| Annual return | 16.17% | 225.76%-209.6pp | 116.50%-100.3pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,078 | $3,720-17.3% | $3,167-2.8% | $4,663-34.0% |
| Participant deferral / active EE | $5,381 | $5,711-5.8% | $5,010+7.4% | $6,691-19.6% |
| Admin fee / account holder | $326 | $17,287-98.1% | $11,028-97.0% | $13,402-97.6% |