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 | $20,420 | $29,319-30.4% | $52,425-61.0% | $82,448-75.2% |
| Participation rate | 81.2% | 46.9%+34.3pp | 55.6%+25.5pp | 68.1%+13.1pp |
| Annual return | 17.81% | 535.20%-517.4pp | 302.12%-284.3pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,264 | $586+286.1% | $914+147.7% | $2,551-11.2% |
| Participant deferral / active EE | $1,021 | $1,171-12.9% | $1,790-43.0% | $4,139-75.3% |
| Admin fee / account holder | $1,148 | $1,962-41.5% | $2,495-54.0% | $7,234-84.1% |