Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,137 | $100,073-64.9% | $85,126-58.7% | $145,877-75.9% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.83% | 84.11%-69.3pp | 66.63%-51.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $3,074 | $3,236-5.0% | $2,731+12.5% | $4,663-34.1% |
| Participant deferral / active EE | $8,711 | $5,294+64.5% | $4,523+92.6% | $6,691+30.2% |
| Admin fee / account holder | $674 | $7,261-90.7% | $6,160-89.1% | $13,402-95.0% |