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 | $47,270 | $112,099-57.8% | $95,954-50.7% | $158,931-70.3% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 13.20% | 171.12%-157.9pp | 91.62%-78.4pp | 302.86%-289.7pp |
| Employer contribution / active EE | $819 | $3,198-74.4% | $2,541-67.8% | $4,761-82.8% |
| Participant deferral / active EE | $4,176 | $4,784-12.7% | $4,167+0.2% | $5,982-30.2% |
| Admin fee / account holder | $5,283 | $10,132-47.9% | $6,796-22.3% | $11,247-53.0% |