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 | $14,225 | $85,171-83.3% | $172,753-91.8% | $72,976-80.5% |
| Participation rate | 82.1% | 70.1%+12.0pp | 82.6%-0.6pp | 69.5%+12.6pp |
| Annual return | 27.53% | 27.32%+0.2pp | 803.00%-775.5pp | 81.02%-53.5pp |
| Employer contribution / active EE | $3,842 | $3,324+15.6% | $5,144-25.3% | $2,440+57.5% |
| Participant deferral / active EE | $2,589 | $3,260-20.6% | $5,198-50.2% | $3,608-28.2% |
| Admin fee / account holder | $732 | $5,880-87.6% | $13,956-94.8% | $5,124-85.7% |