Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $30,584 | $90,489-66.2% | $76,051-59.8% | $145,978-79.0% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 11.42% | 622.78%-611.4pp | 360.42%-349.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $1,028 | $3,319-69.0% | $2,690-61.8% | $4,662-78.0% |
| Participant deferral / active EE | $5,348 | $5,164+3.6% | $4,257+25.6% | $6,690-20.1% |
| Admin fee / account holder | $929 | $8,374-88.9% | $6,416-85.5% | $13,400-93.1% |