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 | $19,953 | $148,623-86.6% | $135,974-85.3% | $139,466-85.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.83% | 79.30%-56.5pp | 68.30%-45.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $1,640 | $5,246-68.7% | $4,859-66.3% | $4,754-65.5% |
| Participant deferral / active EE | $3,559 | $8,103-56.1% | $7,760-54.1% | $6,712-47.0% |
| Admin fee / account holder | $373 | $12,406-97.0% | $10,767-96.5% | $11,409-96.7% |