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 | $22,499 | $175,231-87.2% | $149,696-85.0% | $139,466-83.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 31.61% | 166.77%-135.2pp | 134.46%-102.8pp | 373.66%-342.1pp |
| Employer contribution / active EE | $2,517 | $5,478-54.1% | $4,821-47.8% | $4,754-47.1% |
| Participant deferral / active EE | $10,301 | $6,521+58.0% | $5,682+81.3% | $6,712+53.5% |
| Admin fee / account holder | $378 | $16,155-97.7% | $13,212-97.1% | $11,409-96.7% |