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 | $30,840 | $109,905-71.9% | $98,506-68.7% | $167,553-81.6% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 15.92% | 1960.20%-1944.3pp | 1494.92%-1479.0pp | 478.89%-463.0pp |
| Employer contribution / active EE | $749 | $3,226-76.8% | $2,961-74.7% | $4,840-84.5% |
| Participant deferral / active EE | $2,901 | $4,674-37.9% | $4,277-32.2% | $6,343-54.3% |
| Admin fee / account holder | $2,061 | $6,760-69.5% | $5,955-65.4% | $12,316-83.3% |