Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $31,327 | $57,590-45.6% | $86,233-63.7% | $82,448-62.0% |
| Participation rate | 88.9% | 57.9%+31.0pp | 69.0%+19.9pp | 68.1%+20.8pp |
| Annual return | 41.64% | 22.41%+19.2pp | 61.39%-19.7pp | 41.64%0pp |
| Employer contribution / active EE | $6,520 | $1,655+293.9% | $2,504+160.4% | $2,551+155.6% |
| Participant deferral / active EE | $10,540 | $3,080+242.2% | $4,559+131.2% | $4,139+154.6% |
| Admin fee / account holder | $2,454 | $4,730-48.1% | $8,342-70.6% | $7,234-66.1% |