Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $42,962 | $105,158-59.1% | $94,672-54.6% | $139,487-69.2% |
| Participation rate | 73.7% | 82.4%-8.7pp | 80.8%-7.2pp | 80.3%-6.7pp |
| Annual return | 19.25% | 38.11%-18.9pp | 156.89%-137.6pp | 373.84%-354.6pp |
| Employer contribution / active EE | $673 | $4,107-83.6% | $3,673-81.7% | $4,755-85.8% |
| Participant deferral / active EE | $6,516 | $7,599-14.3% | $7,417-12.2% | $6,713-2.9% |
| Admin fee / account holder | $2,405 | $8,972-73.2% | $7,222-66.7% | $11,407-78.9% |