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 | $40,121 | $112,729-64.4% | $98,716-59.4% | $137,256-70.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 18.15% | 38.48%-20.3pp | 31.81%-13.7pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,831 | $2,725+114.0% | $2,279+155.9% | $4,156+40.3% |
| Participant deferral / active EE | $4,091 | $4,640-11.8% | $4,048+1.1% | $6,407-36.1% |
| Admin fee / account holder | $584 | $10,129-94.2% | $8,703-93.3% | $12,270-95.2% |