Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,101 | $154,228-86.3% | $145,433-85.5% | $137,256-84.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.06% | 74.59%-50.5pp | 66.58%-42.5pp | 220.34%-196.3pp |
| Employer contribution / active EE | $2,589 | $4,804-46.1% | $4,554-43.2% | $4,156-37.7% |
| Participant deferral / active EE | $3,486 | $8,216-57.6% | $7,897-55.9% | $6,407-45.6% |
| Admin fee / account holder | $1,519 | $14,344-89.4% | $13,129-88.4% | $12,270-87.6% |