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 | $45,816 | $102,385-55.3% | $147,080-68.8% | $80,935-43.4% |
| Participation rate | 89.2% | 75.9%+13.3pp | 82.2%+7.0pp | 67.7%+21.5pp |
| Annual return | 13.76% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $1,253 | $3,717-66.3% | $4,933-74.6% | $2,757-54.5% |
| Participant deferral / active EE | $3,263 | $6,651-50.9% | $8,066-59.5% | $4,299-24.1% |
| Admin fee / account holder | $3,360 | $7,951-57.7% | $12,989-74.1% | $6,924-51.5% |