Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,202 | $58,275-49.9% | $81,844-64.3% | $80,935-63.9% |
| Participation rate | 96.4% | 63.5%+33.0pp | 72.4%+24.0pp | 67.7%+28.8pp |
| Annual return | 19.43% | 41.82%-22.4pp | 778.87%-759.4pp | 35.66%-16.2pp |
| Employer contribution / active EE | $2,836 | $2,346+20.9% | $2,916-2.8% | $2,757+2.9% |
| Participant deferral / active EE | $7,248 | $3,285+120.6% | $4,323+67.6% | $4,299+68.6% |
| Admin fee / account holder | $690 | $4,749-85.5% | $7,355-90.6% | $6,924-90.0% |