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 | $35,725 | $102,429-65.1% | $147,096-75.7% | $80,925-55.9% |
| Participation rate | 87.9% | 75.9%+12.0pp | 82.2%+5.7pp | 67.7%+20.2pp |
| Annual return | 14.81% | 135.02%-120.2pp | 419.75%-404.9pp | 35.65%-20.8pp |
| Employer contribution / active EE | $3,309 | $3,716-10.9% | $4,936-33.0% | $2,756+20.1% |
| Participant deferral / active EE | $6,586 | $6,649-0.9% | $8,071-18.4% | $4,299+53.2% |
| Admin fee / account holder | $1,040 | $7,957-86.9% | $13,005-92.0% | $6,940-85.0% |