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 | $35,844 | $157,296-77.2% | $141,191-74.6% | $152,897-76.6% |
| Participation rate | 94.4% | 84.8%+9.6pp | 82.5%+12.0pp | 82.5%+12.0pp |
| Annual return | 41.84% | 64.34%-22.5pp | 71.41%-29.6pp | 345.43%-303.6pp |
| Employer contribution / active EE | $2,945 | $5,262-44.0% | $4,736-37.8% | $4,764-38.2% |
| Participant deferral / active EE | $6,724 | $7,111-5.4% | $6,710+0.2% | $5,851+14.9% |
| Admin fee / account holder | $1,070 | $12,125-91.2% | $10,264-89.6% | $11,599-90.8% |