Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $38,397 | $109,908-65.1% | $97,161-60.5% | $145,978-73.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 11.94% | 243.80%-231.9pp | 75.36%-63.4pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,115 | $3,077-31.3% | $2,723-22.4% | $4,662-54.6% |
| Participant deferral / active EE | $4,024 | $4,679-14.0% | $4,265-5.7% | $6,690-39.8% |
| Admin fee / account holder | $9,174 | $6,213+47.7% | $5,647+62.5% | $13,400-31.5% |