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 | $34,865 | $114,119-69.4% | $107,187-67.5% | $138,895-74.9% |
| Participation rate | 83.3% | 78.1%+5.3pp | 75.0%+8.3pp | 79.9%+3.4pp |
| Annual return | 16.46% | 273.21%-256.7pp | 204.55%-188.1pp | 145.39%-128.9pp |
| Employer contribution / active EE | $1,765 | $4,059-56.5% | $3,782-53.3% | $4,194-57.9% |
| Participant deferral / active EE | $2,204 | $5,538-60.2% | $5,096-56.7% | $6,396-65.5% |
| Admin fee / account holder | $2,362 | $10,024-76.4% | $9,162-74.2% | $12,562-81.2% |