Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $22,755 | $154,228-85.2% | $145,433-84.4% | $137,256-83.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 39.23% | 74.59%-35.4pp | 66.58%-27.3pp | 220.34%-181.1pp |
| Employer contribution / active EE | $1,499 | $4,804-68.8% | $4,554-67.1% | $4,156-63.9% |
| Participant deferral / active EE | $3,251 | $8,216-60.4% | $7,897-58.8% | $6,407-49.3% |
| Admin fee / account holder | $318 | $14,344-97.8% | $13,129-97.6% | $12,270-97.4% |