Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,981 | $67,823-60.2% | $52,425-48.5% | $137,256-80.3% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 17.76% | 219.11%-201.3pp | 302.12%-284.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,842 | $1,163+58.4% | $914+101.5% | $4,156-55.7% |
| Participant deferral / active EE | $3,323 | $2,288+45.2% | $1,790+85.6% | $6,407-48.1% |
| Admin fee / account holder | $3,966 | $2,844+39.4% | $2,495+59.0% | $12,270-67.7% |