Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,604 | $73,107-62.2% | $114,563-75.9% | $87,485-68.4% |
| Participation rate | 94.3% | 65.8%+28.6pp | 72.9%+21.4pp | 68.9%+25.4pp |
| Annual return | 37.64% | 19.47%+18.2pp | 241.09%-203.5pp | 26.06%+11.6pp |
| Employer contribution / active EE | $3,272 | $1,881+73.9% | $2,592+26.2% | $2,596+26.0% |
| Participant deferral / active EE | $4,485 | $3,144+42.7% | $4,142+8.3% | $4,274+5.0% |
| Admin fee / account holder | $3,136 | $5,770-45.6% | $7,623-58.9% | $7,775-59.7% |