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 | $46,698 | $85,766-45.6% | $136,297-65.7% | $70,131-33.4% |
| Participation rate | 74.1% | 74.2%0pp | 81.9%-7.8pp | 69.5%+4.6pp |
| Annual return | 20.64% | 31.45%-10.8pp | 5156.16%-5135.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,604 | $2,966-45.9% | $4,696-65.8% | $2,342-31.5% |
| Participant deferral / active EE | $4,488 | $5,051-11.2% | $6,247-28.2% | $3,332+34.7% |
| Admin fee / account holder | $1,853 | $5,420-65.8% | $9,244-79.9% | $4,645-60.1% |