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 | $30,755 | $102,422-70.0% | $147,117-79.1% | $80,959-62.0% |
| Participation rate | 97.6% | 75.9%+21.7pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 13.22% | 135.16%-121.9pp | 420.54%-407.3pp | 35.67%-22.5pp |
| Employer contribution / active EE | $3,292 | $3,717-11.4% | $4,932-33.3% | $2,757+19.4% |
| Participant deferral / active EE | $5,436 | $6,652-18.3% | $8,065-32.6% | $4,300+26.4% |
| Admin fee / account holder | $6,220 | $7,953-21.8% | $12,993-52.1% | $6,925-10.2% |