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 | $20,953 | $148,629-85.9% | $135,982-84.6% | $139,487-85.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.41% | 79.33%-51.9pp | 68.32%-40.9pp | 373.84%-346.4pp |
| Employer contribution / active EE | $2,449 | $5,247-53.3% | $4,859-49.6% | $4,755-48.5% |
| Participant deferral / active EE | $7,049 | $8,102-13.0% | $7,760-9.2% | $6,713+5.0% |
| Admin fee / account holder | $362 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |