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 | $29,601 | $47,479-37.7% | $62,929-53.0% | $82,448-64.1% |
| Participation rate | 97.1% | 66.9%+30.3pp | 73.1%+24.0pp | 68.1%+29.1pp |
| Annual return | 26.81% | 20.34%+6.5pp | 1063.93%-1037.1pp | 41.64%-14.8pp |
| Employer contribution / active EE | $1,120 | $1,885-40.6% | $2,505-55.3% | $2,551-56.1% |
| Participant deferral / active EE | $3,869 | $2,870+34.8% | $3,888-0.5% | $4,139-6.5% |
| Admin fee / account holder | $1,721 | $3,804-54.8% | $5,065-66.0% | $7,234-76.2% |