Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $33,670 | $85,171-60.5% | $172,752-80.5% | $72,975-53.9% |
| Participation rate | 82.4% | 70.1%+12.3pp | 82.6%-0.3pp | 69.5%+12.9pp |
| Annual return | 36.47% | 27.32%+9.1pp | 802.97%-766.5pp | 81.01%-44.5pp |
| Employer contribution / active EE | $3,834 | $3,324+15.3% | $5,144-25.5% | $2,440+57.1% |
| Participant deferral / active EE | $8,406 | $3,260+157.9% | $5,198+61.7% | $3,608+133.0% |
| Admin fee / account holder | $1,184 | $5,880-79.9% | $13,955-91.5% | $5,124-76.9% |