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 | $33,333 | $172,111-80.6% | $150,298-77.8% | $137,256-75.7% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 14.08% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,041 | $4,636-56.0% | $4,154-50.9% | $4,156-50.9% |
| Participant deferral / active EE | $2,599 | $6,166-57.9% | $5,453-52.3% | $6,407-59.4% |
| Admin fee / account holder | $1,434 | $16,471-91.3% | $14,116-89.8% | $12,270-88.3% |