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 | $54,756 | $58,258-6.0% | $81,820-33.1% | $80,925-32.3% |
| Participation rate | 90.2% | 63.5%+26.8pp | 72.4%+17.9pp | 67.7%+22.6pp |
| Annual return | 12.61% | 41.76%-29.2pp | 777.93%-765.3pp | 35.65%-23.0pp |
| Employer contribution / active EE | $520 | $2,345-77.8% | $2,915-82.2% | $2,756-81.1% |
| Participant deferral / active EE | $4,310 | $3,284+31.3% | $4,323-0.3% | $4,299+0.3% |
| Admin fee / account holder | $700 | $4,976-85.9% | $7,391-90.5% | $6,940-89.9% |