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 | $36,660 | $85,766-57.3% | $136,298-73.1% | $70,126-47.7% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 19.04% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $556 | $2,966-81.3% | $4,696-88.2% | $2,343-76.3% |
| Participant deferral / active EE | $3,022 | $5,051-40.2% | $6,247-51.6% | $3,332-9.3% |
| Admin fee / account holder | $1,501 | $5,421-72.3% | $9,244-83.8% | $4,645-67.7% |