Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $34,019 | $154,754-78.0% | $124,206-72.6% | $138,895-75.5% |
| Participation rate | 79.2% | 75.5%+3.7pp | 69.6%+9.6pp | 79.9%-0.8pp |
| Annual return | 20.39% | 709.28%-688.9pp | 515.27%-494.9pp | 145.39%-125.0pp |
| Employer contribution / active EE | $1,860 | $4,446-58.2% | $3,540-47.5% | $4,194-55.7% |
| Participant deferral / active EE | $3,220 | $4,621-30.3% | $3,968-18.8% | $6,396-49.7% |
| Admin fee / account holder | $499 | $6,690-92.5% | $5,929-91.6% | $12,562-96.0% |