Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,589 | $52,353-22.5% | $120,225-66.2% | $82,448-50.8% |
| Participation rate | 71.8% | 58.3%+13.5pp | 69.6%+2.2pp | 68.1%+3.7pp |
| Annual return | 19.86% | 61.85%-42.0pp | 439.23%-419.4pp | 41.64%-21.8pp |
| Employer contribution / active EE | $1,245 | $1,510-17.6% | $3,475-64.2% | $2,551-51.2% |
| Participant deferral / active EE | $4,066 | $2,627+54.8% | $3,999+1.7% | $4,139-1.8% |
| Admin fee / account holder | $537 | $4,363-87.7% | $5,696-90.6% | $7,234-92.6% |