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 | $30,127 | $77,145-60.9% | $108,410-72.2% | $85,856-64.9% |
| Participation rate | 97.1% | 74.7%+22.4pp | 80.1%+16.9pp | 69.3%+27.7pp |
| Annual return | 19.28% | 44.54%-25.3pp | 905.34%-886.1pp | 318.58%-299.3pp |
| Employer contribution / active EE | $791 | $2,379-66.7% | $3,558-77.8% | $2,565-69.2% |
| Participant deferral / active EE | $7,782 | $5,566+39.8% | $6,562+18.6% | $3,952+96.9% |
| Admin fee / account holder | $4,298 | $5,172-16.9% | $7,296-41.1% | $6,261-31.3% |