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 | $26,452 | $98,766-73.2% | $149,730-82.3% | $79,852-66.9% |
| Participation rate | 71.1% | 75.8%-4.6pp | 82.5%-11.3pp | 69.6%+1.5pp |
| Annual return | 15.22% | 27.43%-12.2pp | 276.70%-261.5pp | 31.72%-16.5pp |
| Employer contribution / active EE | $4,726 | $3,217+46.9% | $4,645+1.7% | $2,471+91.3% |
| Participant deferral / active EE | $5,750 | $5,681+1.2% | $6,843-16.0% | $3,740+53.7% |
| Admin fee / account holder | $2,410 | $6,052-60.2% | $9,310-74.1% | $5,306-54.6% |