Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $30,984 | $109,411-71.7% | $89,435-65.4% | $158,982-80.5% |
| Participation rate | 90.5% | 74.3%+16.2pp | 68.0%+22.5pp | 82.0%+8.5pp |
| Annual return | 13.05% | 345.68%-332.6pp | 245.55%-232.5pp | 302.99%-289.9pp |
| Employer contribution / active EE | $2,452 | $3,173-22.7% | $2,587-5.2% | $4,763-48.5% |
| Participant deferral / active EE | $4,592 | $4,600-0.2% | $3,890+18.0% | $5,983-23.2% |
| Admin fee / account holder | $2,949 | $6,159-52.1% | $4,884-39.6% | $11,252-73.8% |