Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $31,986 | $58,828-45.6% | $78,002-59.0% | $62,881-49.1% |
| Participation rate | 83.8% | 71.1%+12.8pp | 75.5%+8.3pp | 69.3%+14.5pp |
| Annual return | 20.15% | 17.16%+3.0pp | 425.99%-405.8pp | 20.14%0pp |
| Employer contribution / active EE | $3,426 | $1,672+105.0% | $2,470+38.7% | $2,281+50.2% |
| Participant deferral / active EE | $6,758 | $2,686+151.7% | $3,497+93.3% | $3,203+111.0% |
| Admin fee / account holder | $2,102 | $4,393-52.2% | $5,481-61.7% | $4,296-51.1% |