Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $29,170 | $69,118-57.8% | $53,647-45.6% | $138,895-79.0% |
| Participation rate | 91.3% | 64.0%+27.3pp | 56.3%+35.0pp | 79.9%+11.4pp |
| Annual return | 11.18% | 248.26%-237.1pp | 358.33%-347.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,245 | $1,189+4.6% | $962+29.4% | $4,194-70.3% |
| Participant deferral / active EE | $2,756 | $2,274+21.2% | $1,813+52.0% | $6,396-56.9% |
| Admin fee / account holder | $4,140 | $2,724+52.0% | $2,460+68.3% | $12,562-67.0% |