Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $29,737 | $117,895-74.8% | $102,460-71.0% | $145,897-79.6% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 14.75% | 31.92%-17.2pp | 29.47%-14.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,211 | $3,619-11.3% | $3,025+6.1% | $4,663-31.1% |
| Participant deferral / active EE | $8,402 | $5,736+46.5% | $5,056+66.2% | $6,689+25.6% |
| Admin fee / account holder | $970 | $13,353-92.7% | $9,460-89.7% | $13,390-92.8% |