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 | $34,768 | $76,407-54.5% | $150,298-76.9% | $82,448-57.8% |
| Participation rate | 84.1% | 66.4%+17.7pp | 77.8%+6.4pp | 68.1%+16.1pp |
| Annual return | 15.76% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.9pp |
| Employer contribution / active EE | $6,226 | $2,614+138.2% | $4,154+49.9% | $2,551+144.1% |
| Participant deferral / active EE | $2,400 | $3,214-25.3% | $5,453-56.0% | $4,139-42.0% |
| Admin fee / account holder | $1,463 | $6,352-77.0% | $14,116-89.6% | $7,234-79.8% |