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 | $14,525 | $52,353-72.3% | $120,225-87.9% | $82,448-82.4% |
| Participation rate | 86.2% | 58.3%+27.9pp | 69.6%+16.6pp | 68.1%+18.1pp |
| Annual return | 14.49% | 61.85%-47.4pp | 439.23%-424.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,618 | $1,510+7.2% | $3,475-53.4% | $2,551-36.6% |
| Participant deferral / active EE | $2,284 | $2,627-13.1% | $3,999-42.9% | $4,139-44.8% |
| Admin fee / account holder | $544 | $4,363-87.5% | $5,696-90.4% | $7,234-92.5% |