Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $36,030 | $109,372-67.1% | $89,414-59.7% | $158,966-77.3% |
| Participation rate | 80.0% | 74.3%+5.7pp | 68.0%+12.0pp | 82.0%-2.0pp |
| Annual return | 14.97% | 345.55%-330.6pp | 245.50%-230.5pp | 302.95%-288.0pp |
| Employer contribution / active EE | $1,500 | $3,171-52.7% | $2,586-42.0% | $4,762-68.5% |
| Participant deferral / active EE | $2,381 | $4,598-48.2% | $3,890-38.8% | $5,983-60.2% |
| Admin fee / account holder | $386 | $6,156-93.7% | $4,883-92.1% | $11,250-96.6% |