Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,479 | $39,028-4.0% | $80,741-53.6% | $85,847-56.3% |
| Participation rate | 80.9% | 41.6%+39.3pp | 54.2%+26.7pp | 69.3%+11.5pp |
| Annual return | 12.13% | 26.31%-14.2pp | 87.30%-75.2pp | 318.61%-306.5pp |
| Employer contribution / active EE | $1,330 | $722+84.1% | $1,160+14.6% | $2,565-48.2% |
| Participant deferral / active EE | $2,598 | $1,326+95.9% | $2,145+21.1% | $3,952-34.3% |
| Admin fee / account holder | $1,240 | $2,429-49.0% | $3,380-63.3% | $6,261-80.2% |