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 | $31,134 | $22,602+37.7% | $65,566-52.5% | $75,173-58.6% |
| Participation rate | 93.2% | 63.1%+30.1pp | 64.9%+28.3pp | 67.2%+26.0pp |
| Annual return | 21.58% | 71.13%-49.6pp | 47.40%-25.8pp | 160.72%-139.1pp |
| Employer contribution / active EE | $2,380 | $941+153.0% | $1,692+40.7% | $2,671-10.9% |
| Participant deferral / active EE | $7,385 | $1,695+335.7% | $2,832+160.8% | $4,126+79.0% |
| Admin fee / account holder | $728 | $1,877-61.2% | $4,114-82.3% | $5,651-87.1% |