Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $34,407 | $89,367-61.5% | $141,191-75.6% | $72,975-52.9% |
| Participation rate | 81.8% | 75.1%+6.7pp | 82.5%-0.7pp | 69.5%+12.3pp |
| Annual return | 74.52% | 111.87%-37.3pp | 71.41%+3.1pp | 81.01%-6.5pp |
| Employer contribution / active EE | $2,858 | $3,115-8.3% | $4,736-39.7% | $2,440+17.1% |
| Participant deferral / active EE | $5,483 | $5,419+1.2% | $6,710-18.3% | $3,608+52.0% |
| Admin fee / account holder | $979 | $5,957-83.6% | $10,264-90.5% | $5,124-80.9% |