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 | $45,400 | $157,296-71.1% | $141,191-67.8% | $152,897-70.3% |
| Participation rate | 73.7% | 84.8%-11.1pp | 82.5%-8.8pp | 82.5%-8.8pp |
| Annual return | 24.95% | 64.34%-39.4pp | 71.41%-46.5pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,418 | $5,262-54.1% | $4,736-48.9% | $4,764-49.2% |
| Participant deferral / active EE | $5,434 | $7,111-23.6% | $6,710-19.0% | $5,851-7.1% |
| Admin fee / account holder | $11,380 | $12,125-6.1% | $10,264+10.9% | $11,599-1.9% |