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 | $43,688 | $82,674-47.2% | $125,381-65.2% | $68,486-36.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | 12.21% | -5.97%+18.2pp | 572.31%-560.1pp | -7.85%+20.1pp |
| Employer contribution / active EE | $6,694 | $3,382+97.9% | $4,815+39.0% | $2,597+157.8% |
| Participant deferral / active EE | $10,753 | $6,111+76.0% | $7,448+44.4% | $4,028+167.0% |
| Admin fee / account holder | $5,445 | $6,277-13.3% | $10,007-45.6% | $5,404+0.8% |