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 | $35,449 | $87,132-59.3% | $105,624-66.4% | $80,959-56.2% |
| Participation rate | 88.1% | 70.4%+17.6pp | 75.3%+12.8pp | 67.7%+20.4pp |
| Annual return | 11.95% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.7pp |
| Employer contribution / active EE | $2,797 | $2,397+16.7% | $3,168-11.7% | $2,757+1.4% |
| Participant deferral / active EE | $4,147 | $3,985+4.0% | $5,013-17.3% | $4,300-3.6% |
| Admin fee / account holder | $3,486 | $8,449-58.7% | $10,961-68.2% | $6,925-49.7% |