Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $16,686 | $48,053-65.3% | $84,628-80.3% | $72,975-77.1% |
| Participation rate | 84.0% | 57.6%+26.4pp | 68.2%+15.8pp | 69.5%+14.5pp |
| Annual return | 24.36% | 37.39%-13.0pp | 258.80%-234.4pp | 81.01%-56.7pp |
| Employer contribution / active EE | $2,361 | $1,602+47.4% | $2,653-11.0% | $2,440-3.3% |
| Participant deferral / active EE | $5,663 | $2,681+111.3% | $3,900+45.2% | $3,608+57.0% |
| Admin fee / account holder | $6,568 | $3,395+93.4% | $4,914+33.7% | $5,124+28.2% |