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 | $23,579 | $175,231-86.5% | $149,696-84.2% | $139,466-83.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 20.66% | 166.77%-146.1pp | 134.46%-113.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $2,276 | $5,478-58.5% | $4,821-52.8% | $4,754-52.1% |
| Participant deferral / active EE | $5,094 | $6,521-21.9% | $5,682-10.4% | $6,712-24.1% |
| Admin fee / account holder | $980 | $16,155-93.9% | $13,212-92.6% | $11,409-91.4% |