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 | $21,223 | $111,535-81.0% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 25.21% | 237.85%-212.6pp | 180.65%-155.4pp | 220.34%-195.1pp |
| Employer contribution / active EE | $2,739 | $3,939-30.5% | $3,689-25.7% | $4,156-34.1% |
| Participant deferral / active EE | $8,023 | $5,500+45.9% | $5,072+58.2% | $6,407+25.2% |
| Admin fee / account holder | $1,466 | $9,721-84.9% | $8,859-83.5% | $12,270-88.1% |