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 | $22,716 | $107,733-78.9% | $92,985-75.6% | $154,746-85.3% |
| Participation rate | 89.5% | 74.6%+14.9pp | 69.5%+20.0pp | 80.7%+8.8pp |
| Annual return | 18.56% | 30.39%-11.8pp | 27.99%-9.4pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,096 | $3,126-32.9% | $2,662-21.2% | $4,379-52.1% |
| Participant deferral / active EE | $4,752 | $5,053-6.0% | $4,377+8.6% | $6,730-29.4% |
| Admin fee / account holder | $314 | $11,369-97.2% | $9,463-96.7% | $14,365-97.8% |