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 | $34,109 | $102,422-66.7% | $147,117-76.8% | $80,959-57.9% |
| Participation rate | 82.5% | 75.9%+6.6pp | 82.2%+0.3pp | 67.7%+14.8pp |
| Annual return | 13.72% | 135.16%-121.4pp | 420.54%-406.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,151 | $3,717-15.2% | $4,932-36.1% | $2,757+14.3% |
| Participant deferral / active EE | $6,977 | $6,652+4.9% | $8,065-13.5% | $4,300+62.2% |
| Admin fee / account holder | $810 | $7,953-89.8% | $12,993-93.8% | $6,925-88.3% |