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 | $58,487 | $166,268-64.8% | $165,100-64.6% | $145,897-59.9% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.9pp |
| Annual return | 16.48% | 100.52%-84.0pp | 70.21%-53.7pp | 552.29%-535.8pp |
| Employer contribution / active EE | $1,911 | $5,284-63.8% | $4,348-56.0% | $4,663-59.0% |
| Participant deferral / active EE | $8,876 | $6,964+27.5% | $6,035+47.1% | $6,689+32.7% |
| Admin fee / account holder | $7,021 | $16,659-57.9% | $12,696-44.7% | $13,390-47.6% |