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 | $33,661 | $29,319+14.8% | $52,425-35.8% | $82,448-59.2% |
| Participation rate | 81.3% | 46.9%+34.4pp | 55.6%+25.6pp | 68.1%+13.2pp |
| Annual return | 17.24% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $2,149 | $586+266.4% | $914+135.0% | $2,551-15.8% |
| Participant deferral / active EE | $2,544 | $1,171+117.2% | $1,790+42.1% | $4,139-38.5% |
| Admin fee / account holder | $476 | $1,962-75.7% | $2,495-80.9% | $7,234-93.4% |