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 | $30,632 | $166,020-81.5% | $164,866-81.4% | $145,959-79.0% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.6%+15.1pp | 80.3%+13.5pp |
| Annual return | 9.42% | 100.08%-90.7pp | 69.97%-60.5pp | 561.95%-552.5pp |
| Employer contribution / active EE | $2,825 | $5,275-46.4% | $4,343-34.9% | $4,661-39.4% |
| Participant deferral / active EE | $2,090 | $6,961-70.0% | $6,033-65.4% | $6,689-68.8% |
| Admin fee / account holder | $435 | $16,644-97.4% | $12,689-96.6% | $13,398-96.8% |