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 | $43,419 | $105,198-58.7% | $159,455-72.8% | $85,856-49.4% |
| Participation rate | 89.2% | 75.8%+13.4pp | 82.8%+6.4pp | 69.3%+19.9pp |
| Annual return | 16.66% | 45.08%-28.4pp | 263.63%-247.0pp | 318.58%-301.9pp |
| Employer contribution / active EE | $3,384 | $3,319+2.0% | $4,830-29.9% | $2,565+31.9% |
| Participant deferral / active EE | $8,299 | $5,946+39.6% | $7,353+12.9% | $3,952+110.0% |
| Admin fee / account holder | $8,233 | $6,934+18.7% | $10,800-23.8% | $6,261+31.5% |