Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,894 | $217,432-87.2% | $185,849-85.0% | $167,536-83.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.37% | 148.42%-133.0pp | 122.10%-106.7pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,541 | $5,875-73.8% | $5,169-70.2% | $4,839-68.2% |
| Participant deferral / active EE | $7,074 | $6,357+11.3% | $5,569+27.0% | $6,342+11.5% |
| Admin fee / account holder | $648 | $19,818-96.7% | $16,244-96.0% | $12,315-94.7% |