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 | $25,804 | $111,830-76.9% | $93,696-72.5% | $145,884-82.3% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 13.90% | 204.08%-190.2pp | 133.74%-119.8pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,857 | $3,093-40.0% | $2,422-23.3% | $4,662-60.2% |
| Participant deferral / active EE | $1,855 | $4,920-62.3% | $4,417-58.0% | $6,690-72.3% |
| Admin fee / account holder | $2,278 | $10,249-77.8% | $8,287-72.5% | $13,392-83.0% |