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 | $15,254 | $70,366-78.3% | $66,674-77.1% | $138,895-89.0% |
| Participation rate | 95.0% | 76.2%+18.8pp | 73.7%+21.3pp | 79.9%+15.1pp |
| Annual return | 20.13% | 386.41%-366.3pp | 321.24%-301.1pp | 145.39%-125.3pp |
| Employer contribution / active EE | $2,069 | $2,765-25.2% | $2,620-21.0% | $4,194-50.7% |
| Participant deferral / active EE | $3,511 | $4,374-19.7% | $4,084-14.0% | $6,396-45.1% |
| Admin fee / account holder | $3,596 | $5,262-31.7% | $5,098-29.5% | $12,562-71.4% |