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 | $23,252 | $183,516-87.3% | $155,534-85.1% | $145,884-84.1% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.91% | 61.43%-48.5pp | 64.92%-52.0pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,704 | $5,315-49.1% | $4,675-42.2% | $4,662-42.0% |
| Participant deferral / active EE | $5,625 | $6,467-13.0% | $5,630-0.1% | $6,690-15.9% |
| Admin fee / account holder | $1,776 | $19,293-90.8% | $15,900-88.8% | $13,392-86.7% |