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 | $30,288 | $85,169-64.4% | $172,755-82.5% | $72,983-58.5% |
| Participation rate | 97.8% | 70.1%+27.7pp | 82.6%+15.1pp | 69.5%+28.3pp |
| Annual return | 20.27% | 27.32%-7.1pp | 802.94%-782.7pp | 81.01%-60.7pp |
| Employer contribution / active EE | $1,359 | $3,324-59.1% | $5,144-73.6% | $2,440-44.3% |
| Participant deferral / active EE | $3,588 | $3,260+10.1% | $5,198-31.0% | $3,608-0.5% |
| Admin fee / account holder | $419 | $5,880-92.9% | $13,955-97.0% | $5,124-91.8% |