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 | $34,250 | $160,040-78.6% | $147,096-76.7% | $145,877-76.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.58% | 98.49%-82.9pp | 419.75%-404.2pp | 551.28%-535.7pp |
| Employer contribution / active EE | $1,927 | $5,289-63.6% | $4,936-61.0% | $4,663-58.7% |
| Participant deferral / active EE | $4,455 | $8,429-47.1% | $8,071-44.8% | $6,691-33.4% |
| Admin fee / account holder | $662 | $15,050-95.6% | $13,005-94.9% | $13,402-95.1% |