Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,832 | $42,546-11.1% | $71,796-47.3% | $55,167-31.4% |
| Participation rate | 77.4% | 59.1%+18.3pp | 69.1%+8.3pp | 69.0%+8.4pp |
| Annual return | 7.73% | 12.36%-4.6pp | 78.04%-70.3pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,544 | $803+216.6% | $1,924+32.2% | $1,963+29.6% |
| Participant deferral / active EE | $3,029 | $2,064+46.7% | $2,794+8.4% | $3,054-0.8% |
| Admin fee / account holder | $2,386 | $650+267.3% | $4,815-50.4% | $504+373.5% |