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 | $19,219 | $38,967-50.7% | $86,233-77.7% | $79,634-75.9% |
| Participation rate | 99.3% | 34.1%+65.3pp | 69.0%+30.3pp | 62.5%+36.9pp |
| Annual return | 163.00% | 49.90%+113.1pp | 61.39%+101.6pp | 36.46%+126.5pp |
| Employer contribution / active EE | $362 | $868-58.3% | $2,504-85.5% | $2,529-85.7% |
| Participant deferral / active EE | $3,154 | $1,663+89.7% | $4,559-30.8% | $3,835-17.8% |
| Admin fee / account holder | $966 | $2,660-63.7% | $8,342-88.4% | $1,002-3.6% |