Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $23,543 | $93,617-74.9% | $135,982-82.7% | $75,177-68.7% |
| Participation rate | 80.4% | 75.2%+5.2pp | 81.9%-1.5pp | 67.2%+13.2pp |
| Annual return | 176.31% | 30.89%+145.4pp | 68.32%+108.0pp | 160.75%+15.6pp |
| Employer contribution / active EE | $11,112 | $3,538+214.1% | $4,859+128.7% | $2,671+316.0% |
| Participant deferral / active EE | $8,871 | $6,406+38.5% | $7,760+14.3% | $4,126+115.0% |
| Admin fee / account holder | $3,261 | $6,980-53.3% | $10,767-69.7% | $5,651-42.3% |