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 | $30,562 | $70,366-56.6% | $66,674-54.2% | $138,895-78.0% |
| Participation rate | 70.8% | 76.2%-5.3pp | 73.7%-2.8pp | 79.9%-9.1pp |
| Annual return | 15.53% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,538 | $2,765-44.4% | $2,620-41.3% | $4,194-63.3% |
| Participant deferral / active EE | $3,155 | $4,374-27.9% | $4,084-22.8% | $6,396-50.7% |
| Admin fee / account holder | $1,433 | $5,262-72.8% | $5,098-71.9% | $12,562-88.6% |