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 | $26,463 | $154,159-82.8% | $130,026-79.6% | $139,456-81.0% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.5%+8.2pp | 80.3%+6.3pp |
| Annual return | 19.81% | 32.50%-12.7pp | -137.26%+157.1pp | 373.45%-353.6pp |
| Employer contribution / active EE | $2,434 | $5,292-54.0% | $4,321-43.7% | $4,753-48.8% |
| Participant deferral / active EE | $4,956 | $6,710-26.1% | $5,821-14.9% | $6,711-26.2% |
| Admin fee / account holder | $7,099 | $14,001-49.3% | $10,608-33.1% | $11,407-37.8% |