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 | $30,547 | $63,354-51.8% | $94,105-67.5% | $82,637-63.0% |
| Participation rate | 95.0% | 63.8%+31.2pp | 71.9%+23.1pp | 68.1%+26.9pp |
| Annual return | 13.58% | 34.36%-20.8pp | 204.55%-191.0pp | 53.51%-39.9pp |
| Employer contribution / active EE | $1,375 | $1,760-21.9% | $2,504-45.1% | $2,552-46.1% |
| Participant deferral / active EE | $3,511 | $2,873+22.2% | $3,881-9.5% | $4,126-14.9% |
| Admin fee / account holder | $1,284 | $5,073-74.7% | $6,199-79.3% | $7,339-82.5% |