Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,922 | $157,304-80.3% | $141,197-78.1% | $152,909-79.8% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 22.96% | 64.34%-41.4pp | 71.41%-48.4pp | 345.46%-322.5pp |
| Employer contribution / active EE | $3,787 | $5,263-28.0% | $4,736-20.0% | $4,764-20.5% |
| Participant deferral / active EE | $7,497 | $7,111+5.4% | $6,710+11.7% | $5,851+28.1% |
| Admin fee / account holder | $8,610 | $12,126-29.0% | $10,265-16.1% | $11,601-25.8% |