Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,771 | $111,830-82.3% | $93,696-78.9% | $145,884-86.4% |
| Participation rate | 71.4% | 74.2%-2.8pp | 68.7%+2.7pp | 80.3%-8.9pp |
| Annual return | 13.88% | 204.08%-190.2pp | 133.74%-119.9pp | 551.85%-538.0pp |
| Employer contribution / active EE | $1,456 | $3,093-52.9% | $2,422-39.9% | $4,662-68.8% |
| Participant deferral / active EE | $4,775 | $4,920-2.9% | $4,417+8.1% | $6,690-28.6% |
| Admin fee / account holder | $453 | $10,249-95.6% | $8,287-94.5% | $13,392-96.6% |