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 | $40,408 | $106,524-62.1% | $152,301-73.5% | $87,485-53.8% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.4%-0.3pp | 68.9%+13.2pp |
| Annual return | 25.27% | 26.89%-1.6pp | 80.50%-55.2pp | 26.06%-0.8pp |
| Employer contribution / active EE | $4,312 | $3,371+27.9% | $4,624-6.8% | $2,596+66.1% |
| Participant deferral / active EE | $4,201 | $6,525-35.6% | $8,004-47.5% | $4,274-1.7% |
| Admin fee / account holder | $1,138 | $8,287-86.3% | $14,398-92.1% | $7,775-85.4% |