Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,982 | $106,247-59.5% | $96,515-55.5% | $139,466-69.2% |
| Participation rate | 94.4% | 77.8%+16.6pp | 74.3%+20.1pp | 80.3%+14.1pp |
| Annual return | 19.84% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $5,064 | $4,106+23.3% | $3,740+35.4% | $4,754+6.5% |
| Participant deferral / active EE | $4,636 | $5,456-15.0% | $4,880-5.0% | $6,712-30.9% |
| Admin fee / account holder | $1,169 | $7,885-85.2% | $6,735-82.6% | $11,409-89.8% |