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 | $33,953 | $72,071-52.9% | $68,368-50.3% | $137,256-75.3% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 13.69% | 353.14%-339.5pp | 292.57%-278.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,899 | $2,788-31.9% | $2,649-28.3% | $4,156-54.3% |
| Participant deferral / active EE | $8,329 | $4,410+88.9% | $4,123+102.0% | $6,407+30.0% |
| Admin fee / account holder | $330 | $5,336-93.8% | $5,150-93.6% | $12,270-97.3% |