Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,634 | $157,304-82.4% | $141,197-80.4% | $152,909-81.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 23.43% | 64.34%-40.9pp | 71.41%-48.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $1,994 | $5,263-62.1% | $4,736-57.9% | $4,764-58.1% |
| Participant deferral / active EE | $4,018 | $7,111-43.5% | $6,710-40.1% | $5,851-31.3% |
| Admin fee / account holder | $6,340 | $12,126-47.7% | $10,265-38.2% | $11,601-45.3% |