Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,110 | $73,978-72.8% | $96,515-79.2% | $75,173-73.2% |
| Participation rate | 88.9% | 66.4%+22.5pp | 74.3%+14.5pp | 67.2%+21.7pp |
| Annual return | 23.60% | 26.72%-3.1pp | 35.73%-12.1pp | 160.72%-137.1pp |
| Employer contribution / active EE | $1,722 | $2,931-41.2% | $3,740-54.0% | $2,671-35.5% |
| Participant deferral / active EE | $4,682 | $3,660+27.9% | $4,880-4.1% | $4,126+13.5% |
| Admin fee / account holder | $431 | $5,219-91.7% | $6,735-93.6% | $5,651-92.4% |