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 | $102,429-70.0% | $147,096-79.1% | $80,925-62.0% |
| Participation rate | 97.6% | 75.9%+21.8pp | 82.2%+15.4pp | 67.7%+30.0pp |
| Annual return | 13.22% | 135.02%-121.8pp | 419.75%-406.5pp | 35.65%-22.4pp |
| Employer contribution / active EE | $3,292 | $3,716-11.4% | $4,936-33.3% | $2,756+19.4% |
| Participant deferral / active EE | $5,436 | $6,649-18.2% | $8,071-32.7% | $4,299+26.5% |
| Admin fee / account holder | $6,220 | $7,957-21.8% | $13,005-52.2% | $6,940-10.4% |