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 | $15,894 | $51,638-69.2% | $68,368-76.8% | $82,448-80.7% |
| Participation rate | 94.1% | 63.6%+30.5pp | 73.8%+20.4pp | 68.1%+26.0pp |
| Annual return | 42.60% | 37.53%+5.1pp | 292.57%-250.0pp | 41.64%+1.0pp |
| Employer contribution / active EE | $3,052 | $2,047+49.1% | $2,649+15.2% | $2,551+19.6% |
| Participant deferral / active EE | $3,519 | $2,914+20.8% | $4,123-14.6% | $4,139-15.0% |
| Admin fee / account holder | $699 | $4,643-85.0% | $5,150-86.4% | $7,234-90.3% |