Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $14,442 | $49,896-71.1% | $80,627-82.1% | $75,173-80.8% |
| Participation rate | 75.0% | 55.3%+19.7pp | 67.0%+8.0pp | 67.2%+7.8pp |
| Annual return | 21.44% | 34.67%-13.2pp | 936.76%-915.3pp | 160.72%-139.3pp |
| Employer contribution / active EE | $3,748 | $1,699+120.6% | $2,723+37.7% | $2,671+40.3% |
| Participant deferral / active EE | $6,264 | $2,992+109.4% | $4,443+41.0% | $4,126+51.8% |
| Admin fee / account holder | $492 | $3,578-86.2% | $5,381-90.8% | $5,651-91.3% |