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 | $19,811 | $183,516-89.2% | $155,534-87.3% | $145,884-86.4% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 12.09% | 61.43%-49.3pp | 64.92%-52.8pp | 551.85%-539.8pp |
| Employer contribution / active EE | $5,619 | $5,315+5.7% | $4,675+20.2% | $4,662+20.5% |
| Participant deferral / active EE | $2,846 | $6,467-56.0% | $5,630-49.5% | $6,690-57.5% |
| Admin fee / account holder | $334 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |