Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,765 | $208,088-86.7% | $186,193-85.1% | $154,746-82.1% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.1%-2.1pp | 80.7%-5.7pp |
| Annual return | 22.54% | 89.97%-67.4pp | 78.03%-55.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $3,067 | $4,340-29.3% | $3,918-21.7% | $4,379-30.0% |
| Participant deferral / active EE | $4,959 | $7,078-29.9% | $6,513-23.9% | $6,730-26.3% |
| Admin fee / account holder | $401 | $11,698-96.6% | $11,058-96.4% | $14,365-97.2% |