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 | $28,426 | $58,258-51.2% | $81,820-65.3% | $80,925-64.9% |
| Participation rate | 76.1% | 63.5%+12.6pp | 72.4%+3.7pp | 67.7%+8.4pp |
| Annual return | 15.18% | 41.76%-26.6pp | 777.93%-762.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $1,447 | $2,345-38.3% | $2,915-50.4% | $2,756-47.5% |
| Participant deferral / active EE | $3,330 | $3,284+1.4% | $4,323-23.0% | $4,299-22.5% |
| Admin fee / account holder | $2,377 | $4,976-52.2% | $7,391-67.8% | $6,940-65.7% |