Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,105 | $106,749-73.7% | $145,433-80.7% | $82,448-65.9% |
| Participation rate | 86.9% | 75.6%+11.3pp | 82.1%+4.8pp | 68.1%+18.8pp |
| Annual return | 489.85% | 27.59%+462.3pp | 66.58%+423.3pp | 41.64%+448.2pp |
| Employer contribution / active EE | $3,825 | $3,444+11.1% | $4,554-16.0% | $2,551+50.0% |
| Participant deferral / active EE | $7,656 | $6,519+17.4% | $7,897-3.1% | $4,139+85.0% |
| Admin fee / account holder | $1,419 | $8,390-83.1% | $13,129-89.2% | $7,234-80.4% |