Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $40,438 | $190,879-78.8% | $160,009-74.7% | $134,532-69.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | 0.15% | 552.63%-552.5pp | 408.85%-408.7pp | 418.27%-418.1pp |
| Employer contribution / active EE | $2,395 | $4,995-52.0% | $4,225-43.3% | $4,741-49.5% |
| Participant deferral / active EE | $4,359 | $6,924-37.0% | $6,183-29.5% | $6,401-31.9% |
| Admin fee / account holder | $6,712 | $10,495-36.0% | $8,715-23.0% | $11,429-41.3% |