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 | $31,152 | $117,895-73.6% | $102,460-69.6% | $145,897-78.6% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.27% | 31.92%-17.7pp | 29.47%-15.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,183 | $3,619-67.3% | $3,025-60.9% | $4,663-74.6% |
| Participant deferral / active EE | $2,224 | $5,736-61.2% | $5,056-56.0% | $6,689-66.7% |
| Admin fee / account holder | $5,526 | $13,353-58.6% | $9,460-41.6% | $13,390-58.7% |