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 | $25,829 | $154,228-83.3% | $145,433-82.2% | $137,256-81.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.49% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,315 | $4,804-31.0% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $7,213 | $8,216-12.2% | $7,897-8.7% | $6,407+12.6% |
| Admin fee / account holder | $3,997 | $14,344-72.1% | $13,129-69.6% | $12,270-67.4% |