Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,928 | $148,582-81.9% | $135,942-80.2% | $139,456-80.7% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 21.52% | 79.26%-57.7pp | 68.28%-46.8pp | 373.45%-351.9pp |
| Employer contribution / active EE | $3,595 | $5,245-31.4% | $4,858-26.0% | $4,753-24.4% |
| Participant deferral / active EE | $8,783 | $8,101+8.4% | $7,759+13.2% | $6,711+30.9% |
| Admin fee / account holder | $1,670 | $12,402-86.5% | $10,764-84.5% | $11,407-85.4% |