Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,522 | $155,555-81.0% | $146,866-79.9% | $155,188-81.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 20.32% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $5,404 | $4,647+16.3% | $4,425+22.1% | $4,248+27.2% |
| Participant deferral / active EE | $9,353 | $8,044+16.3% | $7,759+20.5% | $6,531+43.2% |
| Admin fee / account holder | $1,789 | $14,755-87.9% | $13,620-86.9% | $14,480-87.6% |