Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $32,648 | $183,516-82.2% | $155,534-79.0% | $145,884-77.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 15.46% | 61.43%-46.0pp | 64.92%-49.5pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,231 | $5,315-58.0% | $4,675-52.3% | $4,662-52.1% |
| Participant deferral / active EE | $4,843 | $6,467-25.1% | $5,630-14.0% | $6,690-27.6% |
| Admin fee / account holder | $5,099 | $19,293-73.6% | $15,900-67.9% | $13,392-61.9% |