Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $30,536 | $211,224-85.5% | $178,505-82.9% | $145,897-79.1% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 18.06% | 30.28%-12.2pp | 27.16%-9.1pp | 552.29%-534.2pp |
| Employer contribution / active EE | $779 | $4,577-83.0% | $3,955-80.3% | $4,663-83.3% |
| Participant deferral / active EE | $1,385 | $6,966-80.1% | $6,280-77.9% | $6,689-79.3% |
| Admin fee / account holder | $1,122 | $12,109-90.7% | $10,428-89.2% | $13,390-91.6% |