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 | $30,152 | $85,171-64.6% | $172,752-82.5% | $72,975-58.7% |
| Participation rate | 87.9% | 70.1%+17.8pp | 82.6%+5.2pp | 69.5%+18.4pp |
| Annual return | 20.92% | 27.32%-6.4pp | 802.97%-782.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,009 | $3,324-39.6% | $5,144-61.0% | $2,440-17.7% |
| Participant deferral / active EE | $4,491 | $3,260+37.7% | $5,198-13.6% | $3,608+24.5% |
| Admin fee / account holder | $1,714 | $5,880-70.8% | $13,955-87.7% | $5,124-66.5% |