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 | $40,195 | $102,385-60.7% | $147,080-72.7% | $80,935-50.3% |
| Participation rate | 87.5% | 75.9%+11.6pp | 82.2%+5.3pp | 67.7%+19.8pp |
| Annual return | 14.13% | 135.09%-121.0pp | 420.17%-406.0pp | 35.66%-21.5pp |
| Employer contribution / active EE | $2,102 | $3,717-43.4% | $4,933-57.4% | $2,757-23.7% |
| Participant deferral / active EE | $4,228 | $6,651-36.4% | $8,066-47.6% | $4,299-1.7% |
| Admin fee / account holder | $753 | $7,951-90.5% | $12,989-94.2% | $6,924-89.1% |