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 | $23,653 | $80,812-70.7% | $160,784-85.3% | $82,448-71.3% |
| Participation rate | 87.5% | 66.2%+21.3pp | 77.0%+10.5pp | 68.1%+19.4pp |
| Annual return | 15.45% | 100.59%-85.1pp | 1803.92%-1788.5pp | 41.64%-26.2pp |
| Employer contribution / active EE | $602 | $2,174-72.3% | $3,733-83.9% | $2,551-76.4% |
| Participant deferral / active EE | $1,603 | $4,335-63.0% | $6,293-74.5% | $4,139-61.3% |
| Admin fee / account holder | $812 | $7,695-89.5% | $9,717-91.6% | $7,234-88.8% |