Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $22,236 | $77,638-71.4% | $156,551-85.8% | $62,881-64.6% |
| Participation rate | 96.3% | 71.2%+25.1pp | 84.0%+12.3pp | 69.3%+27.0pp |
| Annual return | 6.29% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,669 | $3,444+6.5% | $5,501-33.3% | $2,281+60.8% |
| Participant deferral / active EE | $1,018 | $3,046-66.6% | $4,871-79.1% | $3,203-68.2% |
| Admin fee / account holder | $2,013 | $5,561-63.8% | $13,028-84.6% | $4,296-53.1% |