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 | $20,149 | $156,398-87.1% | $147,318-86.3% | $138,895-85.5% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 14.18% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $1,537 | $4,853-68.3% | $4,593-66.5% | $4,194-63.4% |
| Participant deferral / active EE | $2,672 | $8,237-67.6% | $7,906-66.2% | $6,396-58.2% |
| Admin fee / account holder | $817 | $14,976-94.5% | $13,708-94.0% | $12,562-93.5% |