Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $39,246 | $56,063-30.0% | $76,051-48.4% | $80,911-51.5% |
| Participation rate | 76.0% | 62.0%+14.0pp | 69.1%+6.9pp | 67.6%+8.4pp |
| Annual return | 18.89% | 20.54%-1.7pp | 360.42%-341.5pp | 35.63%-16.7pp |
| Employer contribution / active EE | $1,386 | $1,874-26.0% | $2,690-48.5% | $2,756-49.7% |
| Participant deferral / active EE | $5,283 | $3,052+73.1% | $4,257+24.1% | $4,297+22.9% |
| Admin fee / account holder | $664 | $5,240-87.3% | $6,416-89.6% | $6,935-90.4% |