Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,928 | $98,766-61.6% | $149,730-74.7% | $79,852-52.5% |
| Participation rate | 73.2% | 75.8%-2.6pp | 82.5%-9.3pp | 69.6%+3.5pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.70%-259.5pp | 31.72%-14.5pp |
| Employer contribution / active EE | $827 | $3,217-74.3% | $4,645-82.2% | $2,471-66.6% |
| Participant deferral / active EE | $5,867 | $5,681+3.3% | $6,843-14.3% | $3,740+56.9% |
| Admin fee / account holder | $4,901 | $6,052-19.0% | $9,310-47.4% | $5,306-7.6% |