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 | $10,002 | $111,535-91.0% | $105,223-90.5% | $137,256-92.7% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 23.34% | 237.85%-214.5pp | 180.65%-157.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,225 | $3,939-43.5% | $3,689-39.7% | $4,156-46.5% |
| Participant deferral / active EE | $2,959 | $5,500-46.2% | $5,072-41.6% | $6,407-53.8% |
| Admin fee / account holder | $1,248 | $9,721-87.2% | $8,859-85.9% | $12,270-89.8% |