Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $31,155 | $178,174-82.5% | $156,181-80.1% | $137,256-77.3% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 20.72% | 84.19%-63.5pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,166 | $4,972-76.6% | $4,294-72.9% | $4,156-72.0% |
| Participant deferral / active EE | $4,481 | $6,888-34.9% | $6,132-26.9% | $6,407-30.1% |
| Admin fee / account holder | $938 | $17,404-94.6% | $14,586-93.6% | $12,270-92.4% |