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 | $29,120 | $160,070-81.8% | $147,117-80.2% | $145,897-80.0% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.8pp | 80.3%-8.9pp |
| Annual return | 12.69% | 98.69%-86.0pp | 420.54%-407.8pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,879 | $5,285-64.4% | $4,932-61.9% | $4,663-59.7% |
| Participant deferral / active EE | $5,071 | $8,419-39.8% | $8,065-37.1% | $6,689-24.2% |
| Admin fee / account holder | $305 | $15,035-98.0% | $12,993-97.7% | $13,390-97.7% |