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 | $160,028-78.6% | $147,080-76.7% | $145,884-76.5% |
| Participation rate | 72.7% | 84.0%-11.3pp | 82.2%-9.5pp | 80.3%-7.6pp |
| Annual return | 15.58% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.3pp |
| Employer contribution / active EE | $1,927 | $5,286-63.5% | $4,933-60.9% | $4,662-58.7% |
| Participant deferral / active EE | $4,455 | $8,422-47.1% | $8,066-44.8% | $6,690-33.4% |
| Admin fee / account holder | $662 | $15,030-95.6% | $12,989-94.9% | $13,392-95.1% |