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 | $27,441 | $58,828-53.4% | $78,002-64.8% | $62,881-56.4% |
| Participation rate | 95.0% | 71.1%+23.9pp | 75.5%+19.5pp | 69.3%+25.7pp |
| Annual return | 6.93% | 17.16%-10.2pp | 425.99%-419.1pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,901 | $1,672+73.6% | $2,470+17.5% | $2,281+27.2% |
| Participant deferral / active EE | $3,867 | $2,686+44.0% | $3,497+10.6% | $3,203+20.7% |
| Admin fee / account holder | $1,279 | $4,393-70.9% | $5,481-76.7% | $4,296-70.2% |