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 | $22,075 | $29,733-25.8% | $56,025-60.6% | $80,959-72.7% |
| Participation rate | 76.6% | 41.7%+34.9pp | 52.5%+24.1pp | 67.7%+8.9pp |
| Annual return | 26.15% | 35.28%-9.1pp | 1712.69%-1686.5pp | 35.67%-9.5pp |
| Employer contribution / active EE | $3,292 | $672+390.1% | $1,042+216.1% | $2,757+19.4% |
| Participant deferral / active EE | $1,961 | $1,229+59.5% | $1,955+0.3% | $4,300-54.4% |
| Admin fee / account holder | $2,007 | $2,434-17.5% | $2,828-29.0% | $6,925-71.0% |