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 | $34,829 | $102,638-66.1% | $81,982-57.5% | $158,982-78.1% |
| Participation rate | 93.8% | 75.5%+18.2pp | 69.3%+24.5pp | 82.0%+11.8pp |
| Annual return | 15.13% | 61.05%-45.9pp | 41.31%-26.2pp | 302.99%-287.9pp |
| Employer contribution / active EE | $5,938 | $3,241+83.2% | $2,498+137.7% | $4,763+24.7% |
| Participant deferral / active EE | $6,493 | $4,649+39.7% | $3,722+74.4% | $5,983+8.5% |
| Admin fee / account holder | $1,868 | $8,237-77.3% | $5,665-67.0% | $11,252-83.4% |