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 | $6,843 | $70,366-90.3% | $66,674-89.7% | $138,895-95.1% |
| Participation rate | 94.7% | 76.2%+18.6pp | 73.7%+21.1pp | 79.9%+14.8pp |
| Annual return | 21.86% | 386.41%-364.6pp | 321.24%-299.4pp | 145.39%-123.5pp |
| Employer contribution / active EE | $1,086 | $2,765-60.7% | $2,620-58.5% | $4,194-74.1% |
| Participant deferral / active EE | $1,282 | $4,374-70.7% | $4,084-68.6% | $6,396-80.0% |
| Admin fee / account holder | $527 | $5,262-90.0% | $5,098-89.7% | $12,562-95.8% |