Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $38,514 | $157,304-75.5% | $141,197-72.7% | $152,909-74.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.5%+3.3pp |
| Annual return | 25.34% | 64.34%-39.0pp | 71.41%-46.1pp | 345.46%-320.1pp |
| Employer contribution / active EE | $1,827 | $5,263-65.3% | $4,736-61.4% | $4,764-61.6% |
| Participant deferral / active EE | $3,092 | $7,111-56.5% | $6,710-53.9% | $5,851-47.2% |
| Admin fee / account holder | $767 | $12,126-93.7% | $10,265-92.5% | $11,601-93.4% |