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 | $38,887 | $101,063-61.5% | $81,473-52.3% | $147,586-73.7% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 15.54% | 32.41%-16.9pp | 38.78%-23.2pp | 578.59%-563.1pp |
| Employer contribution / active EE | $1,968 | $3,206-38.6% | $2,568-23.4% | $4,876-59.6% |
| Participant deferral / active EE | $5,740 | $4,242+35.3% | $3,537+62.3% | $5,439+5.5% |
| Admin fee / account holder | $12,584 | $5,812+116.5% | $4,561+175.9% | $10,886+15.6% |