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 | $27,533 | $135,956-79.7% | $123,894-77.8% | $273,972-90.0% |
| Participation rate | 82.6% | 84.1%-1.5pp | 81.4%+1.2pp | 83.0%-0.4pp |
| Annual return | 12.19% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.3pp |
| Employer contribution / active EE | $3,377 | $5,170-34.7% | $4,617-26.9% | $4,869-30.6% |
| Participant deferral / active EE | $7,306 | $6,343+15.2% | $5,984+22.1% | $5,287+38.2% |
| Admin fee / account holder | $650 | $9,817-93.4% | $8,357-92.2% | $10,133-93.6% |