Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $31,494 | $85,766-63.3% | $136,297-76.9% | $70,124-55.1% |
| Participation rate | 74.1% | 74.2%-0.1pp | 81.9%-7.8pp | 69.5%+4.5pp |
| Annual return | 18.50% | 31.45%-13.0pp | 5156.19%-5137.7pp | 73.14%-54.6pp |
| Employer contribution / active EE | $4,101 | $2,966+38.3% | $4,696-12.7% | $2,342+75.1% |
| Participant deferral / active EE | $7,957 | $5,051+57.5% | $6,247+27.4% | $3,332+138.8% |
| Admin fee / account holder | $7,326 | $5,420+35.2% | $9,244-20.7% | $4,645+57.7% |