Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $33,280 | $96,731-65.6% | $123,973-73.2% | $86,983-61.7% |
| Participation rate | 80.0% | 70.0%+10.0pp | 76.7%+3.3pp | 69.5%+10.5pp |
| Annual return | 14.85% | 17.33%-2.5pp | 388.13%-373.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,844 | $3,297-44.1% | $4,126-55.3% | $2,584-28.6% |
| Participant deferral / active EE | $5,805 | $4,152+39.8% | $5,247+10.6% | $4,194+38.4% |
| Admin fee / account holder | $10,273 | $8,722+17.8% | $11,799-12.9% | $7,856+30.8% |