Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $37,039 | $183,516-79.8% | $155,534-76.2% | $145,884-74.6% |
| Participation rate | 73.3% | 82.7%-9.4pp | 78.2%-4.9pp | 80.3%-7.0pp |
| Annual return | 15.30% | 61.43%-46.1pp | 64.92%-49.6pp | 551.85%-536.5pp |
| Employer contribution / active EE | $1,422 | $5,315-73.3% | $4,675-69.6% | $4,662-69.5% |
| Participant deferral / active EE | $2,690 | $6,467-58.4% | $5,630-52.2% | $6,690-59.8% |
| Admin fee / account holder | $6,733 | $19,293-65.1% | $15,900-57.7% | $13,392-49.7% |