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 | $32,499 | $55,930-41.9% | $76,089-57.3% | $80,925-59.8% |
| Participation rate | 77.8% | 62.1%+15.7pp | 69.1%+8.7pp | 67.7%+10.1pp |
| Annual return | 11.86% | 20.58%-8.7pp | 360.94%-349.1pp | 35.65%-23.8pp |
| Employer contribution / active EE | $2,602 | $1,866+39.4% | $2,690-3.3% | $2,756-5.6% |
| Participant deferral / active EE | $4,927 | $3,051+61.5% | $4,259+15.7% | $4,299+14.6% |
| Admin fee / account holder | $642 | $5,241-87.7% | $6,418-90.0% | $6,940-90.7% |