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 | $29,675 | $185,312-84.0% | $161,489-81.6% | $154,746-80.8% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,061 | $4,769-77.7% | $4,268-75.1% | $4,379-75.8% |
| Participant deferral / active EE | $3,725 | $6,350-41.3% | $5,630-33.8% | $6,730-44.7% |
| Admin fee / account holder | $915 | $18,654-95.1% | $16,006-94.3% | $14,365-93.6% |