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 | $27,180 | $183,539-85.2% | $155,556-82.5% | $145,897-81.4% |
| Participation rate | 86.7% | 82.7%+4.0pp | 78.2%+8.4pp | 80.3%+6.4pp |
| Annual return | 12.95% | 61.31%-48.4pp | 64.84%-51.9pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,102 | $5,315-60.4% | $4,675-55.0% | $4,663-54.9% |
| Participant deferral / active EE | $3,214 | $6,467-50.3% | $5,631-42.9% | $6,689-52.0% |
| Admin fee / account holder | $528 | $19,275-97.3% | $15,885-96.7% | $13,390-96.1% |