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 | $43,395 | $103,008-57.9% | $90,304-51.9% | $152,897-71.6% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 18.19% | 95.22%-77.0pp | 78.13%-59.9pp | 345.43%-327.2pp |
| Employer contribution / active EE | $1,536 | $3,139-51.1% | $2,855-46.2% | $4,764-67.7% |
| Participant deferral / active EE | $2,542 | $4,281-40.6% | $3,885-34.6% | $5,851-56.5% |
| Admin fee / account holder | $3,485 | $6,175-43.6% | $5,354-34.9% | $11,599-70.0% |