Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,430 | $166,089-81.1% | $164,928-80.9% | $145,978-78.5% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 13.14% | 100.26%-87.1pp | 70.08%-56.9pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,807 | $5,276-65.7% | $4,343-58.4% | $4,662-61.2% |
| Participant deferral / active EE | $3,347 | $6,961-51.9% | $6,034-44.5% | $6,690-50.0% |
| Admin fee / account holder | $1,085 | $16,641-93.5% | $12,684-91.4% | $13,400-91.9% |