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 | $38,174 | $102,938-62.9% | $94,105-59.4% | $138,895-72.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 17.77% | 250.28%-232.5pp | 204.55%-186.8pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,990 | $2,732+9.5% | $2,504+19.4% | $4,194-28.7% |
| Participant deferral / active EE | $2,503 | $4,196-40.3% | $3,881-35.5% | $6,396-60.9% |
| Admin fee / account holder | $1,030 | $6,600-84.4% | $6,199-83.4% | $12,562-91.8% |