Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,097 | $183,539-81.4% | $155,556-78.1% | $145,897-76.6% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 29.87% | 61.31%-31.4pp | 64.84%-35.0pp | 552.29%-522.4pp |
| Employer contribution / active EE | $1,159 | $5,315-78.2% | $4,675-75.2% | $4,663-75.1% |
| Participant deferral / active EE | $5,026 | $6,467-22.3% | $5,631-10.7% | $6,689-24.9% |
| Admin fee / account holder | $635 | $19,275-96.7% | $15,885-96.0% | $13,390-95.3% |