Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,310 | $80,812-68.7% | $160,784-84.3% | $82,448-69.3% |
| Participation rate | 83.3% | 66.2%+17.1pp | 77.0%+6.4pp | 68.1%+15.3pp |
| Annual return | 17.86% | 100.59%-82.7pp | 1803.92%-1786.1pp | 41.64%-23.8pp |
| Employer contribution / active EE | $593 | $2,174-72.7% | $3,733-84.1% | $2,551-76.8% |
| Participant deferral / active EE | $4,852 | $4,335+11.9% | $6,293-22.9% | $4,139+17.2% |
| Admin fee / account holder | $1,045 | $7,695-86.4% | $9,717-89.2% | $7,234-85.5% |