Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,764 | $27,639-32.1% | $61,501-69.5% | $68,490-72.6% |
| Participation rate | 97.3% | 39.5%+57.8pp | 52.6%+44.7pp | 67.9%+29.4pp |
| Annual return | 46.04% | -13.19%+59.2pp | 339.04%-293.0pp | -7.85%+53.9pp |
| Employer contribution / active EE | $2,188 | $696+214.4% | $1,160+88.7% | $2,597-15.7% |
| Participant deferral / active EE | $2,392 | $1,264+89.3% | $2,125+12.6% | $4,028-40.6% |
| Admin fee / account holder | $344 | $2,012-82.9% | $2,132-83.8% | $5,403-93.6% |