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 | $45,069 | $178,174-74.7% | $156,181-71.1% | $137,256-67.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.59% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.8pp |
| Employer contribution / active EE | $3,872 | $4,972-22.1% | $4,294-9.8% | $4,156-6.8% |
| Participant deferral / active EE | $7,901 | $6,888+14.7% | $6,132+28.8% | $6,407+23.3% |
| Admin fee / account holder | $1,047 | $17,404-94.0% | $14,586-92.8% | $12,270-91.5% |