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 | $47,883 | $49,976-4.2% | $66,674-28.2% | $82,637-42.1% |
| Participation rate | 94.3% | 63.1%+31.2pp | 73.7%+20.7pp | 68.1%+26.3pp |
| Annual return | 42.05% | 39.09%+3.0pp | 321.24%-279.2pp | 53.51%-11.5pp |
| Employer contribution / active EE | $1,646 | $1,988-17.2% | $2,620-37.2% | $2,552-35.5% |
| Participant deferral / active EE | $6,147 | $2,847+115.9% | $4,084+50.5% | $4,126+49.0% |
| Admin fee / account holder | $2,016 | $4,594-56.1% | $5,098-60.5% | $7,339-72.5% |