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 | $51,930 | $85,171-39.0% | $172,753-69.9% | $72,976-28.8% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 21.52% | 27.32%-5.8pp | 803.00%-781.5pp | 81.02%-59.5pp |
| Employer contribution / active EE | $3,597 | $3,324+8.2% | $5,144-30.1% | $2,440+47.4% |
| Participant deferral / active EE | $3,832 | $3,260+17.5% | $5,198-26.3% | $3,608+6.2% |
| Admin fee / account holder | $1,104 | $5,880-81.2% | $13,956-92.1% | $5,124-78.5% |