Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $32,023 | $48,053-33.4% | $84,637-62.2% | $72,976-56.1% |
| Participation rate | 83.9% | 57.6%+26.4pp | 68.2%+15.7pp | 69.5%+14.4pp |
| Annual return | 18.63% | 37.39%-18.8pp | 258.82%-240.2pp | 81.02%-62.4pp |
| Employer contribution / active EE | $8,528 | $1,602+432.4% | $2,653+221.4% | $2,440+249.5% |
| Participant deferral / active EE | $1,057 | $2,681-60.6% | $3,900-72.9% | $3,608-70.7% |
| Admin fee / account holder | $7,655 | $3,395+125.5% | $4,914+55.8% | $5,124+49.4% |