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 | $23,436 | $102,638-77.2% | $81,982-71.4% | $158,982-85.3% |
| Participation rate | 72.2% | 75.5%-3.3pp | 69.3%+3.0pp | 82.0%-9.7pp |
| Annual return | 27.31% | 61.05%-33.7pp | 41.31%-14.0pp | 302.99%-275.7pp |
| Employer contribution / active EE | $987 | $3,241-69.6% | $2,498-60.5% | $4,763-79.3% |
| Participant deferral / active EE | $3,992 | $4,649-14.1% | $3,722+7.2% | $5,983-33.3% |
| Admin fee / account holder | $408 | $8,237-95.1% | $5,665-92.8% | $11,252-96.4% |