Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,819 | $88,672-66.4% | $105,223-71.7% | $82,448-63.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 21.23% | 30.86%-9.6pp | 180.65%-159.4pp | 41.64%-20.4pp |
| Employer contribution / active EE | $2,784 | $3,048-8.7% | $3,689-24.5% | $2,551+9.1% |
| Participant deferral / active EE | $5,871 | $4,036+45.5% | $5,072+15.8% | $4,139+41.8% |
| Admin fee / account holder | $566 | $7,146-92.1% | $8,859-93.6% | $7,234-92.2% |