Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $34,392 | $154,228-77.7% | $145,433-76.4% | $137,256-74.9% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 17.46% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,078 | $4,804-77.6% | $4,554-76.3% | $4,156-74.1% |
| Participant deferral / active EE | $4,141 | $8,216-49.6% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $335 | $14,344-97.7% | $13,129-97.4% | $12,270-97.3% |