Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,019 | $169,336-94.7% | $129,384-93.0% | $145,884-93.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.00% | 14408.70%-14393.7pp | 9461.77%-9446.8pp | 551.85%-536.8pp |
| Employer contribution / active EE | $1,701 | $5,540-69.3% | $4,153-59.1% | $4,662-63.5% |
| Participant deferral / active EE | $1,807 | $4,985-63.7% | $4,166-56.6% | $6,690-73.0% |
| Admin fee / account holder | $1,986 | $9,912-80.0% | $7,686-74.2% | $13,392-85.2% |