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 | $34,405 | $148,629-76.9% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 22.84% | 79.33%-56.5pp | 68.32%-45.5pp | 373.84%-351.0pp |
| Employer contribution / active EE | $3,012 | $5,247-42.6% | $4,859-38.0% | $4,755-36.6% |
| Participant deferral / active EE | $4,211 | $8,102-48.0% | $7,760-45.7% | $6,713-37.3% |
| Admin fee / account holder | $323 | $12,406-97.4% | $10,767-97.0% | $11,407-97.2% |