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 | $22,213 | $111,830-80.1% | $93,696-76.3% | $145,884-84.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 13.65% | 204.08%-190.4pp | 133.74%-120.1pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,935 | $3,093-37.5% | $2,422-20.1% | $4,662-58.5% |
| Participant deferral / active EE | $3,818 | $4,920-22.4% | $4,417-13.5% | $6,690-42.9% |
| Admin fee / account holder | $1,098 | $10,249-89.3% | $8,287-86.7% | $13,392-91.8% |