Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,146 | $89,259-60.6% | $107,187-67.2% | $82,637-57.5% |
| Participation rate | 94.9% | 67.9%+27.0pp | 75.0%+19.9pp | 68.1%+26.9pp |
| Annual return | 19.43% | 21.02%-1.6pp | 204.55%-185.1pp | 53.51%-34.1pp |
| Employer contribution / active EE | $2,934 | $3,080-4.7% | $3,782-22.4% | $2,552+15.0% |
| Participant deferral / active EE | $4,893 | $4,037+21.2% | $5,096-4.0% | $4,126+18.6% |
| Admin fee / account holder | $5,168 | $7,381-30.0% | $9,162-43.6% | $7,339-29.6% |