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 | $73,378 | $121,677-39.7% | $104,625-29.9% | $158,966-53.8% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.6pp | 82.0%-10.5pp |
| Annual return | 10.59% | 465.58%-455.0pp | 340.60%-330.0pp | 302.95%-292.4pp |
| Employer contribution / active EE | $1,190 | $3,165-62.4% | $2,681-55.6% | $4,762-75.0% |
| Participant deferral / active EE | $3,106 | $4,175-25.6% | $3,738-16.9% | $5,983-48.1% |
| Admin fee / account holder | $2,489 | $7,777-68.0% | $6,465-61.5% | $11,250-77.9% |