Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $26,733 | $129,737-79.4% | $119,126-77.6% | $154,746-82.7% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 17.67% | 379.08%-361.4pp | 282.11%-264.4pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,529 | $4,375-65.0% | $4,034-62.1% | $4,379-65.1% |
| Participant deferral / active EE | $2,687 | $5,842-54.0% | $5,318-49.5% | $6,730-60.1% |
| Admin fee / account holder | $2,625 | $11,961-78.0% | $10,693-75.4% | $14,365-81.7% |