Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $22,478 | $176,120-87.2% | $159,487-85.9% | $167,553-86.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 16.57% | 331.95%-315.4pp | 263.71%-247.1pp | 478.89%-462.3pp |
| Employer contribution / active EE | $4,846 | $5,299-8.6% | $4,831+0.3% | $4,840+0.1% |
| Participant deferral / active EE | $3,415 | $7,752-55.9% | $7,354-53.6% | $6,343-46.2% |
| Admin fee / account holder | $947 | $12,561-92.5% | $10,804-91.2% | $12,316-92.3% |