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 | $33,216 | $85,171-61.0% | $172,753-80.8% | $72,976-54.5% |
| Participation rate | 74.6% | 70.1%+4.6pp | 82.6%-8.0pp | 69.5%+5.1pp |
| Annual return | 20.66% | 27.32%-6.7pp | 803.00%-782.3pp | 81.02%-60.4pp |
| Employer contribution / active EE | $1,055 | $3,324-68.3% | $5,144-79.5% | $2,440-56.8% |
| Participant deferral / active EE | $2,306 | $3,260-29.3% | $5,198-55.6% | $3,608-36.1% |
| Admin fee / account holder | $742 | $5,880-87.4% | $13,956-94.7% | $5,124-85.5% |