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 | $18,176 | $110,093-83.5% | $97,295-81.3% | $145,897-87.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 14.06% | 244.76%-230.7pp | 75.62%-61.6pp | 552.29%-538.2pp |
| Employer contribution / active EE | $367 | $3,077-88.1% | $2,723-86.5% | $4,663-92.1% |
| Participant deferral / active EE | $4,846 | $4,678+3.6% | $4,264+13.7% | $6,689-27.6% |
| Admin fee / account holder | $1,545 | $6,212-75.1% | $5,646-72.6% | $13,390-88.5% |