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 | $20,259 | $118,869-83.0% | $96,575-79.0% | $167,518-87.9% |
| Participation rate | 90.0% | 75.5%+14.5pp | 69.8%+20.2pp | 82.1%+7.9pp |
| Annual return | 42.58% | 50.49%-7.9pp | 37.79%+4.8pp | 478.71%-436.1pp |
| Employer contribution / active EE | $3,315 | $3,120+6.2% | $2,357+40.6% | $4,838-31.5% |
| Participant deferral / active EE | $7,076 | $4,616+53.3% | $3,849+83.9% | $6,342+11.6% |
| Admin fee / account holder | $890 | $8,067-89.0% | $6,182-85.6% | $12,312-92.8% |