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 | $24,016 | $111,830-78.5% | $93,696-74.4% | $145,884-83.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 10.50% | 204.08%-193.6pp | 133.74%-123.2pp | 551.85%-541.4pp |
| Employer contribution / active EE | $1,722 | $3,093-44.3% | $2,422-28.9% | $4,662-63.1% |
| Participant deferral / active EE | $3,752 | $4,920-23.7% | $4,417-15.1% | $6,690-43.9% |
| Admin fee / account holder | $958 | $10,249-90.7% | $8,287-88.4% | $13,392-92.8% |