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 | $31,337 | $98,760-68.3% | $149,715-79.1% | $79,858-60.8% |
| Participation rate | 90.5% | 75.8%+14.7pp | 82.5%+8.0pp | 69.6%+20.8pp |
| Annual return | 22.31% | 27.43%-5.1pp | 276.66%-254.4pp | 31.72%-9.4pp |
| Employer contribution / active EE | $1,247 | $3,217-61.2% | $4,645-73.2% | $2,471-49.5% |
| Participant deferral / active EE | $8,918 | $5,681+57.0% | $6,842+30.3% | $3,740+138.4% |
| Admin fee / account holder | $3,333 | $6,053-44.9% | $9,310-64.2% | $5,306-37.2% |