Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,293 | $70,366-75.4% | $66,674-74.1% | $138,895-87.5% |
| Participation rate | 83.3% | 76.2%+7.2pp | 73.7%+9.7pp | 79.9%+3.4pp |
| Annual return | 31.37% | 386.41%-355.0pp | 321.24%-289.9pp | 145.39%-114.0pp |
| Employer contribution / active EE | $4,061 | $2,765+46.9% | $2,620+55.0% | $4,194-3.2% |
| Participant deferral / active EE | $5,853 | $4,374+33.8% | $4,084+43.3% | $6,396-8.5% |
| Admin fee / account holder | $2,521 | $5,262-52.1% | $5,098-50.6% | $12,562-79.9% |