Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $43,682 | $65,434-33.2% | $98,483-55.6% | $85,847-49.1% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 17.41% | 21.75%-4.3pp | 1494.38%-1477.0pp | 318.61%-301.2pp |
| Employer contribution / active EE | $1,010 | $2,169-53.4% | $2,961-65.9% | $2,565-60.6% |
| Participant deferral / active EE | $6,971 | $3,168+120.0% | $4,276+63.0% | $3,952+76.4% |
| Admin fee / account holder | $4,178 | $4,595-9.1% | $5,953-29.8% | $6,261-33.3% |