Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $21,225 | $57,330-63.0% | $86,656-75.5% | $75,177-71.8% |
| Participation rate | 79.5% | 63.2%+16.4pp | 71.7%+7.8pp | 67.2%+12.3pp |
| Annual return | 20.99% | 2675.40%-2654.4pp | 593.09%-572.1pp | 160.75%-139.8pp |
| Employer contribution / active EE | $3,910 | $2,316+68.8% | $3,025+29.2% | $2,671+46.4% |
| Participant deferral / active EE | $1,838 | $3,320-44.6% | $4,439-58.6% | $4,126-55.5% |
| Admin fee / account holder | $720 | $4,115-82.5% | $5,619-87.2% | $5,651-87.3% |