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 | $44,294 | $174,379-74.6% | $152,093-70.9% | $138,895-68.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 16.29% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $3,079 | $4,652-33.8% | $4,175-26.2% | $4,194-26.6% |
| Participant deferral / active EE | $6,924 | $6,159+12.4% | $5,451+27.0% | $6,396+8.3% |
| Admin fee / account holder | $2,152 | $16,880-87.2% | $14,497-85.2% | $12,562-82.9% |