Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $36,779 | $154,228-76.2% | $145,433-74.7% | $137,256-73.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 27.36% | 74.59%-47.2pp | 66.58%-39.2pp | 220.34%-193.0pp |
| Employer contribution / active EE | $1,919 | $4,804-60.1% | $4,554-57.9% | $4,156-53.8% |
| Participant deferral / active EE | $7,536 | $8,216-8.3% | $7,897-4.6% | $6,407+17.6% |
| Admin fee / account holder | $753 | $14,344-94.8% | $13,129-94.3% | $12,270-93.9% |