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 | $31,956 | $165,399-80.7% | $149,745-78.7% | $158,982-79.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 22.15% | 348.34%-326.2pp | 276.72%-254.6pp | 302.99%-280.8pp |
| Employer contribution / active EE | $2,744 | $5,105-46.2% | $4,646-40.9% | $4,763-42.4% |
| Participant deferral / active EE | $4,313 | $7,183-40.0% | $6,843-37.0% | $5,983-27.9% |
| Admin fee / account holder | $562 | $10,811-94.8% | $9,312-94.0% | $11,252-95.0% |