Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $25,569 | $154,228-83.4% | $145,433-82.4% | $137,256-81.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,570 | $4,804-46.5% | $4,554-43.6% | $4,156-38.2% |
| Participant deferral / active EE | $4,380 | $8,216-46.7% | $7,897-44.5% | $6,407-31.6% |
| Admin fee / account holder | $2,332 | $14,344-83.7% | $13,129-82.2% | $12,270-81.0% |