Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,766 | $101,618-86.5% | $93,063-85.2% | $137,256-90.0% |
| Participation rate | 92.9% | 74.9%+17.9pp | 72.1%+20.7pp | 80.0%+12.9pp |
| Annual return | 17.80% | 223.95%-206.1pp | 34.15%-16.4pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,830 | $2,707+4.5% | $2,476+14.3% | $4,156-31.9% |
| Participant deferral / active EE | $1,507 | $4,279-64.8% | $3,958-61.9% | $6,407-76.5% |
| Admin fee / account holder | $923 | $6,198-85.1% | $6,033-84.7% | $12,270-92.5% |