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 | $26,584 | $157,304-83.1% | $141,197-81.2% | $152,909-82.6% |
| Participation rate | 90.9% | 84.8%+6.1pp | 82.5%+8.4pp | 82.5%+8.5pp |
| Annual return | 17.02% | 64.34%-47.3pp | 71.41%-54.4pp | 345.46%-328.4pp |
| Employer contribution / active EE | $1,898 | $5,263-63.9% | $4,736-59.9% | $4,764-60.2% |
| Participant deferral / active EE | $3,588 | $7,111-49.5% | $6,710-46.5% | $5,851-38.7% |
| Admin fee / account holder | $2,228 | $12,126-81.6% | $10,265-78.3% | $11,601-80.8% |