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 | $31,807 | $78,682-59.6% | $109,188-70.9% | $85,851-63.0% |
| Participation rate | 73.7% | 68.3%+5.4pp | 75.9%-2.2pp | 69.3%+4.4pp |
| Annual return | 14.02% | 25.09%-11.1pp | 25.76%-11.7pp | 318.63%-304.6pp |
| Employer contribution / active EE | $3,000 | $2,734+9.8% | $3,723-19.4% | $2,565+17.0% |
| Participant deferral / active EE | $3,461 | $3,468-0.2% | $4,654-25.6% | $3,952-12.4% |
| Admin fee / account holder | $1,107 | $5,470-79.8% | $6,755-83.6% | $6,261-82.3% |