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 | $26,032 | $99,053-73.7% | $88,179-70.5% | $138,895-81.3% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.1%+21.8pp | 79.9%+11.0pp |
| Annual return | 21.88% | 78.17%-56.3pp | 64.97%-43.1pp | 145.39%-123.5pp |
| Employer contribution / active EE | $9,091 | $2,882+215.4% | $2,549+256.6% | $4,194+116.7% |
| Participant deferral / active EE | $3,302 | $5,225-36.8% | $4,614-28.4% | $6,396-48.4% |
| Admin fee / account holder | $1,137 | $8,748-87.0% | $7,673-85.2% | $12,562-90.9% |