Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $17,956 | $132,634-86.5% | $115,768-84.5% | $137,256-86.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.31% | 160.70%-147.4pp | 100.46%-87.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,405 | $3,360-28.4% | $2,940-18.2% | $4,156-42.1% |
| Participant deferral / active EE | $6,818 | $5,619+21.4% | $4,917+38.7% | $6,407+6.4% |
| Admin fee / account holder | $3,530 | $15,028-76.5% | $12,439-71.6% | $12,270-71.2% |