Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,152 | $61,125-44.1% | $94,057-63.7% | $87,485-61.0% |
| Participation rate | 97.7% | 64.1%+33.7pp | 73.3%+24.4pp | 68.9%+28.8pp |
| Annual return | 17.76% | 35.20%-17.4pp | 480.62%-462.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $2,014 | $2,136-5.7% | $2,933-31.3% | $2,596-22.4% |
| Participant deferral / active EE | $3,665 | $3,260+12.4% | $4,709-22.2% | $4,274-14.2% |
| Admin fee / account holder | $473 | $5,629-91.6% | $7,244-93.5% | $7,775-93.9% |