Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,747 | $56,060-50.5% | $76,002-63.5% | $80,874-65.7% |
| Participation rate | 76.1% | 62.0%+14.0pp | 69.1%+7.0pp | 67.6%+8.4pp |
| Annual return | 11.81% | 20.54%-8.7pp | 360.07%-348.3pp | 35.62%-23.8pp |
| Employer contribution / active EE | $2,154 | $1,873+15.0% | $2,688-19.9% | $2,756-21.8% |
| Participant deferral / active EE | $3,429 | $3,051+12.4% | $4,257-19.4% | $4,297-20.2% |
| Admin fee / account holder | $6,566 | $5,237+25.4% | $6,414+2.4% | $6,935-5.3% |