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 | $27,540 | $148,623-81.5% | $135,974-79.7% | $139,466-80.3% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.6pp |
| Annual return | 13.06% | 79.30%-66.2pp | 68.30%-55.2pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,186 | $5,246-77.4% | $4,859-75.6% | $4,754-75.1% |
| Participant deferral / active EE | $3,155 | $8,103-61.1% | $7,760-59.3% | $6,712-53.0% |
| Admin fee / account holder | $337 | $12,406-97.3% | $10,767-96.9% | $11,409-97.0% |