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 | $49,980 | $68,398-26.9% | $94,664-47.2% | $75,173-33.5% |
| Participation rate | 82.9% | 76.1%+6.8pp | 80.8%+2.0pp | 67.2%+15.7pp |
| Annual return | 39.25% | 616.72%-577.5pp | 156.84%-117.6pp | 160.72%-121.5pp |
| Employer contribution / active EE | $984 | $2,701-63.6% | $3,673-73.2% | $2,671-63.2% |
| Participant deferral / active EE | $6,534 | $6,5370% | $7,417-11.9% | $4,126+58.4% |
| Admin fee / account holder | $10,805 | $5,324+102.9% | $7,222+49.6% | $5,651+91.2% |