Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $31,708 | $78,682-59.7% | $109,188-71.0% | $85,851-63.1% |
| Participation rate | 96.6% | 68.3%+28.3pp | 75.9%+20.7pp | 69.3%+27.2pp |
| Annual return | 16.39% | 25.09%-8.7pp | 25.76%-9.4pp | 318.63%-302.2pp |
| Employer contribution / active EE | $2,494 | $2,734-8.8% | $3,723-33.0% | $2,565-2.8% |
| Participant deferral / active EE | $3,671 | $3,468+5.9% | $4,654-21.1% | $3,952-7.1% |
| Admin fee / account holder | $1,483 | $5,470-72.9% | $6,755-78.1% | $6,261-76.3% |