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 | $23,920 | $185,312-87.1% | $161,489-85.2% | $154,746-84.5% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 12.66% | 103.84%-91.2pp | 89.72%-77.1pp | 172.34%-159.7pp |
| Employer contribution / active EE | $1,449 | $4,769-69.6% | $4,268-66.1% | $4,379-66.9% |
| Participant deferral / active EE | $2,755 | $6,350-56.6% | $5,630-51.1% | $6,730-59.1% |
| Admin fee / account holder | $2,549 | $18,654-86.3% | $16,006-84.1% | $14,365-82.3% |