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 | $41,400 | $99,995-58.6% | $85,063-51.3% | $145,978-71.6% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 17.51% | 83.99%-66.5pp | 66.54%-49.0pp | 550.52%-533.0pp |
| Employer contribution / active EE | $2,240 | $3,231-30.7% | $2,727-17.9% | $4,662-51.9% |
| Participant deferral / active EE | $3,807 | $5,295-28.1% | $4,523-15.8% | $6,690-43.1% |
| Admin fee / account holder | $1,803 | $7,255-75.1% | $6,155-70.7% | $13,400-86.5% |