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 | $29,080 | $96,678-69.9% | $86,640-66.4% | $139,466-79.1% |
| Participation rate | 77.3% | 74.4%+2.9pp | 71.7%+5.6pp | 80.3%-3.1pp |
| Annual return | 19.57% | 106.69%-87.1pp | 592.52%-573.0pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,507 | $3,265-23.2% | $3,024-17.1% | $4,754-47.3% |
| Participant deferral / active EE | $4,237 | $4,837-12.4% | $4,438-4.5% | $6,712-36.9% |
| Admin fee / account holder | $460 | $6,410-92.8% | $5,616-91.8% | $11,409-96.0% |