Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,315 | $100,073-63.7% | $85,126-57.3% | $145,877-75.1% |
| Participation rate | 91.7% | 74.1%+17.6pp | 67.5%+24.1pp | 80.3%+11.4pp |
| Annual return | 20.85% | 84.11%-63.3pp | 66.63%-45.8pp | 551.28%-530.4pp |
| Employer contribution / active EE | $5,688 | $3,236+75.7% | $2,731+108.2% | $4,663+22.0% |
| Participant deferral / active EE | $6,699 | $5,294+26.5% | $4,523+48.1% | $6,691+0.1% |
| Admin fee / account holder | $787 | $7,261-89.2% | $6,160-87.2% | $13,402-94.1% |