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 | $37,072 | $85,171-56.5% | $172,753-78.5% | $72,976-49.2% |
| Participation rate | 81.4% | 70.1%+11.3pp | 82.6%-1.3pp | 69.5%+11.9pp |
| Annual return | 23.05% | 27.32%-4.3pp | 803.00%-780.0pp | 81.02%-58.0pp |
| Employer contribution / active EE | $2,228 | $3,324-33.0% | $5,144-56.7% | $2,440-8.7% |
| Participant deferral / active EE | $5,222 | $3,260+60.2% | $5,198+0.5% | $3,608+44.7% |
| Admin fee / account holder | $965 | $5,880-83.6% | $13,956-93.1% | $5,124-81.2% |