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 | $33,866 | $87,132-61.1% | $105,624-67.9% | $80,959-58.2% |
| Participation rate | 96.0% | 70.4%+25.6pp | 75.3%+20.7pp | 67.7%+28.3pp |
| Annual return | 11.65% | 17.03%-5.4pp | 116.20%-104.6pp | 35.67%-24.0pp |
| Employer contribution / active EE | $1,747 | $2,397-27.1% | $3,168-44.9% | $2,757-36.6% |
| Participant deferral / active EE | $3,290 | $3,985-17.5% | $5,013-34.4% | $4,300-23.5% |
| Admin fee / account holder | $1,094 | $8,449-87.1% | $10,961-90.0% | $6,925-84.2% |