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 | $43,211 | $156,398-72.4% | $147,318-70.7% | $138,895-68.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.01% | 78.75%-59.7pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $6,048 | $4,853+24.6% | $4,593+31.7% | $4,194+44.2% |
| Participant deferral / active EE | $10,890 | $8,237+32.2% | $7,906+37.7% | $6,396+70.3% |
| Admin fee / account holder | $6,246 | $14,976-58.3% | $13,708-54.4% | $12,562-50.3% |