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 | $53,178 | $100,895-47.3% | $90,430-41.2% | $158,950-66.5% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 10.73% | 1725.54%-1714.8pp | 1293.73%-1283.0pp | 302.91%-292.2pp |
| Employer contribution / active EE | $604 | $3,689-83.6% | $3,262-81.5% | $4,762-87.3% |
| Participant deferral / active EE | $2,921 | $4,347-32.8% | $3,963-26.3% | $5,983-51.2% |
| Admin fee / account holder | $3,451 | $6,505-47.0% | $5,613-38.5% | $11,248-69.3% |