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 | $78,690-55.8% | $161,489-78.5% | $87,485-60.3% |
| Participation rate | 84.1% | 67.5%+16.7pp | 78.7%+5.4pp | 68.9%+15.2pp |
| Annual return | 15.76% | 32.74%-17.0pp | 89.72%-74.0pp | 26.06%-10.3pp |
| Employer contribution / active EE | $6,226 | $2,588+140.5% | $4,268+45.9% | $2,596+139.8% |
| Participant deferral / active EE | $2,400 | $3,311-27.5% | $5,630-57.4% | $4,274-43.8% |
| Admin fee / account holder | $1,463 | $6,724-78.2% | $16,006-90.9% | $7,775-81.2% |