Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $37,661 | $29,319+28.5% | $52,425-28.2% | $82,448-54.3% |
| Participation rate | 83.7% | 46.9%+36.9pp | 55.6%+28.1pp | 68.1%+15.7pp |
| Annual return | 16.40% | 535.20%-518.8pp | 302.12%-285.7pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,123 | $586+91.4% | $914+22.8% | $2,551-56.0% |
| Participant deferral / active EE | $2,018 | $1,171+72.3% | $1,790+12.7% | $4,139-51.2% |
| Admin fee / account holder | $1,332 | $1,962-32.1% | $2,495-46.6% | $7,234-81.6% |