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 | $79,441 | $47,479+67.3% | $62,929+26.2% | $82,448-3.6% |
| Participation rate | 89.7% | 66.9%+22.9pp | 73.1%+16.6pp | 68.1%+21.7pp |
| Annual return | 12.70% | 20.34%-7.6pp | 1063.93%-1051.2pp | 41.64%-28.9pp |
| Employer contribution / active EE | $652 | $1,885-65.4% | $2,505-74.0% | $2,551-74.4% |
| Participant deferral / active EE | $1,304 | $2,870-54.6% | $3,888-66.5% | $4,139-68.5% |
| Admin fee / account holder | $6,957 | $3,804+82.9% | $5,065+37.4% | $7,234-3.8% |