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 | $35,737 | $98,766-63.8% | $149,730-76.1% | $79,852-55.2% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 23.70% | 27.43%-3.7pp | 276.70%-253.0pp | 31.72%-8.0pp |
| Employer contribution / active EE | $2,378 | $3,217-26.1% | $4,645-48.8% | $2,471-3.8% |
| Participant deferral / active EE | $6,639 | $5,681+16.9% | $6,843-3.0% | $3,740+77.5% |
| Admin fee / account holder | $762 | $6,052-87.4% | $9,310-91.8% | $5,306-85.6% |