Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $34,739 | $69,248-49.8% | $64,101-45.8% | $139,466-75.1% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.3%+21.0pp | 80.3%+13.0pp |
| Annual return | 21.26% | 45.95%-24.7pp | 33.72%-12.5pp | 373.66%-352.4pp |
| Employer contribution / active EE | $3,710 | $3,185+16.5% | $2,749+35.0% | $4,754-22.0% |
| Participant deferral / active EE | $4,427 | $4,682-5.4% | $3,881+14.1% | $6,712-34.0% |
| Admin fee / account holder | $1,347 | $4,247-68.3% | $3,070-56.1% | $11,409-88.2% |