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 | $22,224 | $100,203-77.8% | $85,240-73.9% | $145,897-84.8% |
| Participation rate | 90.9% | 74.1%+16.8pp | 67.5%+23.4pp | 80.3%+10.6pp |
| Annual return | 12.23% | 84.28%-72.1pp | 66.75%-54.5pp | 552.29%-540.1pp |
| Employer contribution / active EE | $2,547 | $3,242-21.4% | $2,735-6.9% | $4,663-45.4% |
| Participant deferral / active EE | $3,271 | $5,299-38.3% | $4,527-27.8% | $6,689-51.1% |
| Admin fee / account holder | $895 | $7,265-87.7% | $6,165-85.5% | $13,390-93.3% |