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 | $15,242 | $95,580-84.1% | $76,872-80.2% | $139,466-89.1% |
| Participation rate | 77.8% | 74.0%+3.8pp | 69.6%+8.2pp | 80.3%-2.6pp |
| Annual return | 20.03% | 55.00%-35.0pp | 37.90%-17.9pp | 373.66%-353.6pp |
| Employer contribution / active EE | $3,182 | $3,145+1.2% | $2,533+25.6% | $4,754-33.1% |
| Participant deferral / active EE | $3,704 | $4,623-19.9% | $3,832-3.3% | $6,712-44.8% |
| Admin fee / account holder | $1,294 | $8,302-84.4% | $5,476-76.4% | $11,409-88.7% |