Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $37,851 | $99,875-62.1% | $146,866-74.2% | $86,983-56.5% |
| Participation rate | 72.4% | 75.8%-3.4pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 40.00% | 28.10%+11.9pp | 102.85%-62.8pp | 25.83%+14.2pp |
| Employer contribution / active EE | $1,754 | $3,224-45.6% | $4,425-60.3% | $2,584-32.1% |
| Participant deferral / active EE | $2,652 | $6,322-58.1% | $7,759-65.8% | $4,194-36.8% |
| Admin fee / account holder | $373 | $7,838-95.2% | $13,620-97.3% | $7,856-95.2% |