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 | $29,759 | $112,121-73.5% | $95,960-69.0% | $158,966-81.3% |
| Participation rate | 95.7% | 79.0%+16.7pp | 77.1%+18.6pp | 82.0%+13.7pp |
| Annual return | 21.39% | 171.16%-149.8pp | 91.63%-70.2pp | 302.95%-281.6pp |
| Employer contribution / active EE | $1,676 | $3,199-47.6% | $2,541-34.0% | $4,762-64.8% |
| Participant deferral / active EE | $3,815 | $4,784-20.3% | $4,167-8.4% | $5,983-36.2% |
| Admin fee / account holder | $1,619 | $10,135-84.0% | $6,797-76.2% | $11,250-85.6% |