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 | $37,359 | $78,015-52.1% | $178,505-79.1% | $80,959-53.9% |
| Participation rate | 93.3% | 65.7%+27.7pp | 77.1%+16.2pp | 67.7%+25.7pp |
| Annual return | 35.77% | 18.10%+17.7pp | 27.16%+8.6pp | 35.67%+0.1pp |
| Employer contribution / active EE | $4,794 | $2,281+110.1% | $3,955+21.2% | $2,757+73.9% |
| Participant deferral / active EE | $9,709 | $4,406+120.4% | $6,280+54.6% | $4,300+125.8% |
| Admin fee / account holder | $1,560 | $7,160-78.2% | $10,428-85.0% | $6,925-77.5% |