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 | $42,116 | $98,766-57.4% | $149,730-71.9% | $79,852-47.3% |
| Participation rate | 73.9% | 75.8%-1.9pp | 82.5%-8.6pp | 69.6%+4.3pp |
| Annual return | 24.94% | 27.43%-2.5pp | 276.70%-251.8pp | 31.72%-6.8pp |
| Employer contribution / active EE | $1,255 | $3,217-61.0% | $4,645-73.0% | $2,471-49.2% |
| Participant deferral / active EE | $6,065 | $5,681+6.8% | $6,843-11.4% | $3,740+62.2% |
| Admin fee / account holder | $4,986 | $6,052-17.6% | $9,310-46.4% | $5,306-6.0% |