Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $55,183 | $111,878-50.7% | $93,727-41.1% | $145,897-62.2% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 12.71% | 204.28%-191.6pp | 133.83%-121.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,391 | $3,092-55.0% | $2,421-42.6% | $4,663-70.2% |
| Participant deferral / active EE | $9,343 | $4,920+89.9% | $4,417+111.5% | $6,689+39.7% |
| Admin fee / account holder | $381 | $10,256-96.3% | $8,292-95.4% | $13,390-97.2% |