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 | $34,903 | $142,426-75.5% | $115,167-69.7% | $152,909-77.2% |
| Participation rate | 77.8% | 82.4%-4.6pp | 75.9%+1.9pp | 82.5%-4.7pp |
| Annual return | 34.79% | 41.48%-6.7pp | 35.60%-0.8pp | 345.46%-310.7pp |
| Employer contribution / active EE | $2,162 | $4,011-46.1% | $3,179-32.0% | $4,764-54.6% |
| Participant deferral / active EE | $10,642 | $5,165+106.1% | $4,169+155.3% | $5,851+81.9% |
| Admin fee / account holder | $535 | $8,464-93.7% | $7,089-92.5% | $11,601-95.4% |