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 | $12,324 | $58,311-78.9% | $81,882-84.9% | $80,959-84.8% |
| Participation rate | 84.0% | 63.5%+20.5pp | 72.4%+11.6pp | 67.7%+16.3pp |
| Annual return | 11.86% | 41.85%-30.0pp | 779.47%-767.6pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,448 | $2,347-38.3% | $2,916-50.3% | $2,757-47.5% |
| Participant deferral / active EE | $2,240 | $3,287-31.9% | $4,323-48.2% | $4,300-47.9% |
| Admin fee / account holder | $2,330 | $4,752-51.0% | $7,360-68.3% | $6,925-66.4% |