Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,626 | $102,429-58.4% | $147,096-71.0% | $80,925-47.3% |
| Participation rate | 72.5% | 75.9%-3.4pp | 82.2%-9.7pp | 67.7%+4.8pp |
| Annual return | 21.26% | 135.02%-113.8pp | 419.75%-398.5pp | 35.65%-14.4pp |
| Employer contribution / active EE | $1,552 | $3,716-58.2% | $4,936-68.6% | $2,756-43.7% |
| Participant deferral / active EE | $7,564 | $6,649+13.8% | $8,071-6.3% | $4,299+76.0% |
| Admin fee / account holder | $2,134 | $7,957-73.2% | $13,005-83.6% | $6,940-69.2% |