Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $13,521 | $111,535-87.9% | $105,223-87.2% | $137,256-90.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.57% | 237.85%-219.3pp | 180.65%-162.1pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,685 | $3,939-57.2% | $3,689-54.3% | $4,156-59.5% |
| Participant deferral / active EE | $2,784 | $5,500-49.4% | $5,072-45.1% | $6,407-56.5% |
| Admin fee / account holder | $1,153 | $9,721-88.1% | $8,859-87.0% | $12,270-90.6% |