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 | $35,837 | $49,199-27.2% | $121,204-70.4% | $75,173-52.3% |
| Participation rate | 81.3% | 55.4%+25.8pp | 69.5%+11.7pp | 67.2%+14.0pp |
| Annual return | 19.34% | 56.04%-36.7pp | 987.18%-967.8pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,157 | $1,547-25.2% | $4,170-72.3% | $2,671-56.7% |
| Participant deferral / active EE | $1,420 | $2,630-46.0% | $4,083-65.2% | $4,126-65.6% |
| Admin fee / account holder | $1,449 | $3,946-63.3% | $5,651-74.4% | $5,651-74.4% |