Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $46,053 | $160,028-71.2% | $147,080-68.7% | $145,884-68.4% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 16.05% | 98.60%-82.6pp | 420.17%-404.1pp | 551.85%-535.8pp |
| Employer contribution / active EE | $2,281 | $5,286-56.8% | $4,933-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $3,412 | $8,422-59.5% | $8,066-57.7% | $6,690-49.0% |
| Admin fee / account holder | $1,254 | $15,030-91.7% | $12,989-90.3% | $13,392-90.6% |