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 | $53,436 | $70,366-24.1% | $66,674-19.9% | $138,895-61.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 23.19% | 386.41%-363.2pp | 321.24%-298.1pp | 145.39%-122.2pp |
| Employer contribution / active EE | $728 | $2,765-73.7% | $2,620-72.2% | $4,194-82.6% |
| Participant deferral / active EE | $2,938 | $4,374-32.8% | $4,084-28.1% | $6,396-54.1% |
| Admin fee / account holder | $348 | $5,262-93.4% | $5,098-93.2% | $12,562-97.2% |