Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $30,463 | $55,889-45.5% | $76,119-60.0% | $80,935-62.4% |
| Participation rate | 71.4% | 62.1%+9.4pp | 69.1%+2.4pp | 67.7%+3.8pp |
| Annual return | 31.13% | 20.58%+10.5pp | 361.25%-330.1pp | 35.66%-4.5pp |
| Employer contribution / active EE | $2,895 | $1,866+55.2% | $2,693+7.5% | $2,757+5.0% |
| Participant deferral / active EE | $6,520 | $3,051+113.7% | $4,259+53.1% | $4,299+51.7% |
| Admin fee / account holder | $1,314 | $5,241-74.9% | $6,421-79.5% | $6,924-81.0% |