Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $35,455 | $87,106-59.3% | $105,607-66.4% | $80,935-56.2% |
| Participation rate | 83.1% | 70.4%+12.6pp | 75.3%+7.8pp | 67.7%+15.4pp |
| Annual return | 16.59% | 17.01%-0.4pp | 116.11%-99.5pp | 35.66%-19.1pp |
| Employer contribution / active EE | $4,824 | $2,396+101.3% | $3,167+52.3% | $2,757+75.0% |
| Participant deferral / active EE | $3,284 | $3,986-17.6% | $5,011-34.5% | $4,299-23.6% |
| Admin fee / account holder | $923 | $8,447-89.1% | $10,958-91.6% | $6,924-86.7% |