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 | $27,495 | $162,136-83.0% | $152,301-81.9% | $154,746-82.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 22.41% | 91.02%-68.6pp | 80.50%-58.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $3,013 | $4,890-38.4% | $4,624-34.9% | $4,379-31.2% |
| Participant deferral / active EE | $6,331 | $8,341-24.1% | $8,004-20.9% | $6,730-5.9% |
| Admin fee / account holder | $790 | $15,759-95.0% | $14,398-94.5% | $14,365-94.5% |