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 | $41,874 | $124,330-66.3% | $109,173-61.6% | $167,536-75.0% |
| Participation rate | 91.7% | 79.5%+12.2pp | 75.9%+15.8pp | 82.1%+9.6pp |
| Annual return | 11.59% | 26.04%-14.5pp | 25.75%-14.2pp | 478.82%-467.2pp |
| Employer contribution / active EE | $7,593 | $4,209+80.4% | $3,723+104.0% | $4,839+56.9% |
| Participant deferral / active EE | $4,348 | $5,256-17.3% | $4,654-6.6% | $6,342-31.5% |
| Admin fee / account holder | $1,789 | $7,974-77.6% | $6,755-73.5% | $12,315-85.5% |