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 | $41,989 | $89,367-53.0% | $141,191-70.3% | $72,975-42.5% |
| Participation rate | 82.8% | 75.1%+7.6pp | 82.5%+0.3pp | 69.5%+13.3pp |
| Annual return | 26.02% | 111.87%-85.9pp | 71.41%-45.4pp | 81.01%-55.0pp |
| Employer contribution / active EE | $3,487 | $3,115+11.9% | $4,736-26.4% | $2,440+42.9% |
| Participant deferral / active EE | $9,021 | $5,419+66.5% | $6,710+34.4% | $3,608+150.1% |
| Admin fee / account holder | $1,827 | $5,957-69.3% | $10,264-82.2% | $5,124-64.3% |