Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,079 | $166,131-77.1% | $164,975-76.9% | $145,877-73.9% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 10.34% | 100.37%-90.0pp | 70.12%-59.8pp | 551.28%-540.9pp |
| Employer contribution / active EE | $1,801 | $5,276-65.9% | $4,343-58.5% | $4,663-61.4% |
| Participant deferral / active EE | $11,185 | $6,962+60.7% | $6,033+85.4% | $6,691+67.2% |
| Admin fee / account holder | $458 | $16,648-97.3% | $12,688-96.4% | $13,402-96.6% |