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 | $28,576 | $157,304-81.8% | $141,197-79.8% | $152,909-81.3% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 27.62% | 64.34%-36.7pp | 71.41%-43.8pp | 345.46%-317.8pp |
| Employer contribution / active EE | $2,007 | $5,263-61.9% | $4,736-57.6% | $4,764-57.9% |
| Participant deferral / active EE | $4,974 | $7,111-30.0% | $6,710-25.9% | $5,851-15.0% |
| Admin fee / account holder | $827 | $12,126-93.2% | $10,265-91.9% | $11,601-92.9% |