Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,510 | $148,629-81.5% | $135,982-79.8% | $139,487-80.3% |
| Participation rate | 86.4% | 83.9%+2.5pp | 81.9%+4.4pp | 80.3%+6.0pp |
| Annual return | 27.97% | 79.33%-51.4pp | 68.32%-40.4pp | 373.84%-345.9pp |
| Employer contribution / active EE | $2,651 | $5,247-49.5% | $4,859-45.4% | $4,755-44.3% |
| Participant deferral / active EE | $5,536 | $8,102-31.7% | $7,760-28.7% | $6,713-17.5% |
| Admin fee / account holder | $336 | $12,406-97.3% | $10,767-96.9% | $11,407-97.1% |