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 | $27,079 | $102,429-73.6% | $147,096-81.6% | $80,925-66.5% |
| Participation rate | 88.3% | 75.9%+12.5pp | 82.2%+6.1pp | 67.7%+20.7pp |
| Annual return | 15.60% | 135.02%-119.4pp | 419.75%-404.1pp | 35.65%-20.0pp |
| Employer contribution / active EE | $1,789 | $3,716-51.9% | $4,936-63.8% | $2,756-35.1% |
| Participant deferral / active EE | $4,148 | $6,649-37.6% | $8,071-48.6% | $4,299-3.5% |
| Admin fee / account holder | $1,154 | $7,957-85.5% | $13,005-91.1% | $6,940-83.4% |