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 | $43,566 | $102,382-57.4% | $147,005-70.4% | $80,874-46.1% |
| Participation rate | 82.4% | 75.8%+6.5pp | 82.2%+0.2pp | 67.6%+14.7pp |
| Annual return | 17.11% | 134.89%-117.8pp | 418.76%-401.7pp | 35.62%-18.5pp |
| Employer contribution / active EE | $2,152 | $3,715-42.1% | $4,934-56.4% | $2,756-21.9% |
| Participant deferral / active EE | $7,130 | $6,646+7.3% | $8,070-11.6% | $4,297+65.9% |
| Admin fee / account holder | $4,920 | $7,942-38.1% | $13,006-62.2% | $6,935-29.1% |