Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,879 | $112,935-80.6% | $90,970-75.9% | $158,966-86.2% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 17.83% | 215.79%-198.0pp | 134.58%-116.7pp | 302.95%-285.1pp |
| Employer contribution / active EE | $1,024 | $2,895-64.6% | $2,122-51.7% | $4,762-78.5% |
| Participant deferral / active EE | $2,043 | $4,129-50.5% | $3,373-39.4% | $5,983-65.9% |
| Admin fee / account holder | $635 | $8,045-92.1% | $5,960-89.3% | $11,250-94.4% |