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 | $31,373 | $48,053-34.7% | $84,623-62.9% | $72,983-57.0% |
| Participation rate | 73.1% | 57.6%+15.5pp | 68.2%+4.8pp | 69.5%+3.6pp |
| Annual return | 25.87% | 37.39%-11.5pp | 258.77%-232.9pp | 81.01%-55.1pp |
| Employer contribution / active EE | $2,870 | $1,602+79.1% | $2,652+8.2% | $2,440+17.6% |
| Participant deferral / active EE | $6,391 | $2,681+138.4% | $3,899+63.9% | $3,608+77.2% |
| Admin fee / account holder | $2,114 | $3,395-37.8% | $4,913-57.0% | $5,124-58.8% |