Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,914 | $107,941-82.5% | $91,994-79.4% | $152,909-87.6% |
| Participation rate | 90.5% | 81.2%+9.3pp | 78.6%+11.8pp | 82.5%+8.0pp |
| Annual return | 18.94% | 89.28%-70.3pp | 69.04%-50.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $1,448 | $4,212-65.6% | $3,453-58.1% | $4,764-69.6% |
| Participant deferral / active EE | $4,265 | $6,366-33.0% | $5,924-28.0% | $5,851-27.1% |
| Admin fee / account holder | $2,119 | $10,521-79.9% | $7,744-72.6% | $11,601-81.7% |