Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,586 | $111,814-65.5% | $103,378-62.7% | $145,978-73.6% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 13.42% | 24.80%-11.4pp | 24.91%-11.5pp | 550.52%-537.1pp |
| Employer contribution / active EE | $1,703 | $4,215-59.6% | $3,870-56.0% | $4,662-63.5% |
| Participant deferral / active EE | $4,285 | $5,618-23.7% | $5,058-15.3% | $6,690-35.9% |
| Admin fee / account holder | $481 | $9,764-95.1% | $8,401-94.3% | $13,400-96.4% |