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 | $19,152 | $162,136-88.2% | $152,301-87.4% | $154,746-87.6% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.51% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,984 | $4,890-59.4% | $4,624-57.1% | $4,379-54.7% |
| Participant deferral / active EE | $4,282 | $8,341-48.7% | $8,004-46.5% | $6,730-36.4% |
| Admin fee / account holder | $1,078 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |