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 | $39,027 | $208,088-81.2% | $186,193-79.0% | $154,746-74.8% |
| Participation rate | 71.4% | 80.0%-8.6pp | 77.1%-5.7pp | 80.7%-9.3pp |
| Annual return | 15.06% | 89.97%-74.9pp | 78.03%-63.0pp | 172.34%-157.3pp |
| Employer contribution / active EE | $844 | $4,340-80.6% | $3,918-78.5% | $4,379-80.7% |
| Participant deferral / active EE | $1,361 | $7,078-80.8% | $6,513-79.1% | $6,730-79.8% |
| Admin fee / account holder | $4,883 | $11,698-58.3% | $11,058-55.8% | $14,365-66.0% |