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 | $31,526 | $100,073-68.5% | $85,126-63.0% | $145,877-78.4% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 12.62% | 84.11%-71.5pp | 66.63%-54.0pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,651 | $3,236-49.0% | $2,731-39.5% | $4,663-64.6% |
| Participant deferral / active EE | $3,398 | $5,294-35.8% | $4,523-24.9% | $6,691-49.2% |
| Admin fee / account holder | $690 | $7,261-90.5% | $6,160-88.8% | $13,402-94.9% |