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 | $25,228 | $154,228-83.6% | $145,433-82.7% | $137,256-81.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,105 | $4,804-56.2% | $4,554-53.8% | $4,156-49.4% |
| Participant deferral / active EE | $3,491 | $8,216-57.5% | $7,897-55.8% | $6,407-45.5% |
| Admin fee / account holder | $2,471 | $14,344-82.8% | $13,129-81.2% | $12,270-79.9% |