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 | $31,730 | $125,778-74.8% | $114,563-72.3% | $154,746-79.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.9%+12.8pp | 80.7%+5.0pp |
| Annual return | 9.66% | 295.14%-285.5pp | 241.09%-231.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,639 | $2,806-41.6% | $2,592-36.8% | $4,379-62.6% |
| Participant deferral / active EE | $3,320 | $4,445-25.3% | $4,142-19.8% | $6,730-50.7% |
| Admin fee / account holder | $8,120 | $8,190-0.9% | $7,623+6.5% | $14,365-43.5% |