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 | $34,472 | $102,385-66.3% | $147,080-76.6% | $80,935-57.4% |
| Participation rate | 97.1% | 75.9%+21.2pp | 82.2%+14.9pp | 67.7%+29.4pp |
| Annual return | 14.29% | 135.09%-120.8pp | 420.17%-405.9pp | 35.66%-21.4pp |
| Employer contribution / active EE | $3,584 | $3,717-3.6% | $4,933-27.3% | $2,757+30.0% |
| Participant deferral / active EE | $8,172 | $6,651+22.9% | $8,066+1.3% | $4,299+90.1% |
| Admin fee / account holder | $6,933 | $7,951-12.8% | $12,989-46.6% | $6,924+0.1% |