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 | $33,574 | $81,208-58.7% | $98,920-66.1% | $79,852-58.0% |
| Participation rate | 86.8% | 72.5%+14.3pp | 76.0%+10.8pp | 69.6%+17.2pp |
| Annual return | 17.75% | 60.99%-43.2pp | 196.47%-178.7pp | 31.72%-14.0pp |
| Employer contribution / active EE | $2,159 | $1,960+10.2% | $2,689-19.7% | $2,471-12.6% |
| Participant deferral / active EE | $6,044 | $3,265+85.1% | $4,245+42.4% | $3,740+61.6% |
| Admin fee / account holder | $3,099 | $6,013-48.5% | $6,643-53.3% | $5,306-41.6% |