Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,924 | $34,316+7.6% | $74,722-50.6% | $72,975-49.4% |
| Participation rate | 73.9% | 42.4%+31.5pp | 54.5%+19.4pp | 69.5%+4.4pp |
| Annual return | 19.34% | 26.58%-7.2pp | 753.11%-733.8pp | 81.01%-61.7pp |
| Employer contribution / active EE | $1,346 | $692+94.5% | $1,084+24.1% | $2,440-44.8% |
| Participant deferral / active EE | $2,759 | $1,272+116.9% | $1,963+40.5% | $3,608-23.5% |
| Admin fee / account holder | $4,492 | $2,125+111.4% | $3,335+34.7% | $5,124-12.3% |