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 | $21,786 | $111,785-80.5% | $93,669-76.7% | $145,877-85.1% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 13.40% | 203.79%-190.4pp | 133.59%-120.2pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,063 | $3,096-65.7% | $2,424-56.1% | $4,663-77.2% |
| Participant deferral / active EE | $5,722 | $4,919+16.3% | $4,416+29.6% | $6,691-14.5% |
| Admin fee / account holder | $1,701 | $10,256-83.4% | $8,291-79.5% | $13,402-87.3% |