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 | $22,891 | $49,024-53.3% | $112,860-79.7% | $87,485-73.8% |
| Participation rate | 77.1% | 62.2%+15.0pp | 66.3%+10.8pp | 68.9%+8.2pp |
| Annual return | 46.35% | 43.86%+2.5pp | 35.26%+11.1pp | 26.06%+20.3pp |
| Employer contribution / active EE | $2,080 | $1,290+61.2% | $2,206-5.7% | $2,596-19.9% |
| Participant deferral / active EE | $5,091 | $2,209+130.5% | $3,493+45.8% | $4,274+19.1% |
| Admin fee / account holder | $1,981 | $6,266-68.4% | $6,841-71.0% | $7,775-74.5% |