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 | $33,176 | $176,402-81.2% | $134,162-75.3% | $158,966-79.1% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 12.06% | 63.66%-51.6pp | 36.35%-24.3pp | 302.95%-290.9pp |
| Employer contribution / active EE | $1,169 | $5,042-76.8% | $3,705-68.4% | $4,762-75.5% |
| Participant deferral / active EE | $1,416 | $4,093-65.4% | $3,500-59.6% | $5,983-76.3% |
| Admin fee / account holder | $1,691 | $8,719-80.6% | $6,685-74.7% | $11,250-85.0% |