Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,399 | $174,379-76.8% | $152,093-73.4% | $138,895-70.9% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 14.68% | 74.86%-60.2pp | 66.36%-51.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $1,370 | $4,652-70.6% | $4,175-67.2% | $4,194-67.3% |
| Participant deferral / active EE | $5,170 | $6,159-16.1% | $5,451-5.2% | $6,396-19.2% |
| Admin fee / account holder | $590 | $16,880-96.5% | $14,497-95.9% | $12,562-95.3% |