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 | $33,892 | $77,638-56.3% | $156,551-78.4% | $62,881-46.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.75% | 50.33%-39.6pp | 32.23%-21.5pp | 20.14%-9.4pp |
| Employer contribution / active EE | $3,466 | $3,444+0.6% | $5,501-37.0% | $2,281+52.0% |
| Participant deferral / active EE | $2,205 | $3,046-27.6% | $4,871-54.7% | $3,203-31.2% |
| Admin fee / account holder | $719 | $5,561-87.1% | $13,028-94.5% | $4,296-83.3% |