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 | $29,200 | $89,367-67.3% | $141,191-79.3% | $72,975-60.0% |
| Participation rate | 97.0% | 75.1%+21.8pp | 82.5%+14.5pp | 69.5%+27.5pp |
| Annual return | 25.10% | 111.87%-86.8pp | 71.41%-46.3pp | 81.01%-55.9pp |
| Employer contribution / active EE | $2,188 | $3,115-29.7% | $4,736-53.8% | $2,440-10.3% |
| Participant deferral / active EE | $4,653 | $5,419-14.1% | $6,710-30.7% | $3,608+29.0% |
| Admin fee / account holder | $694 | $5,957-88.3% | $10,264-93.2% | $5,124-86.5% |