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 | $40,397 | $55,902-27.7% | $76,030-46.9% | $80,959-50.1% |
| Participation rate | 96.3% | 62.1%+34.2pp | 69.1%+27.2pp | 67.7%+28.6pp |
| Annual return | 13.53% | 20.59%-7.1pp | 361.54%-348.0pp | 35.67%-22.1pp |
| Employer contribution / active EE | $12,245 | $1,867+556.0% | $2,688+355.6% | $2,757+344.1% |
| Participant deferral / active EE | $5,077 | $3,051+66.4% | $4,257+19.2% | $4,300+18.1% |
| Admin fee / account holder | $1,211 | $5,239-76.9% | $6,421-81.1% | $6,925-82.5% |