Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $42,155 | $47,479-11.2% | $62,929-33.0% | $82,448-48.9% |
| Participation rate | 88.9% | 66.9%+22.0pp | 73.1%+15.8pp | 68.1%+20.8pp |
| Annual return | 21.62% | 20.34%+1.3pp | 1063.93%-1042.3pp | 41.64%-20.0pp |
| Employer contribution / active EE | $3,351 | $1,885+77.7% | $2,505+33.8% | $2,551+31.4% |
| Participant deferral / active EE | $5,000 | $2,870+74.2% | $3,888+28.6% | $4,139+20.8% |
| Admin fee / account holder | $1,214 | $3,804-68.1% | $5,065-76.0% | $7,234-83.2% |